Edward Sporl is a registered investment advisor at Sporl & Company, based in San Anselmo, CA, with 24 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the 1.0% annual fee, Sporl & Company receives 20% of the net profits of the account, assessed annually, but only on profits exceeding previous losses. Client fees may be negotiable.
Fee Estimator
Location
San Anselmo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward owns real estate through Sonoma Investment Partners, a non-investment related activity. He dedicates minimal time to managing the real estate.
Employment History
Current Registrations
Sporl & Company
Previous Registrations
Sporl & Company
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.