Mary J. Spitler is a fee-only planner who provides investment advice and ongoing investment management, as well as hourly financial planning. Mary J. Spitler does not sell financial products or receive commissions. Investment management is offered at two levels: Wealth Management for clients with over $100,000 to invest, and Managed Portfolios for clients with less than $100,000. Hourly financial planning and investment advice is also available.
Assets Under Management$23M
Clients45
AdvisorsN/A
Avg. per Client$500K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Mary J. Spitler offers two investment management options:
- Wealth Management: For clients with total investments usually exceeding $100,000. The annual fee is 0.6% - 1% of the value of your portfolio, and is negotiable. An additional fixed fee may be charged for assets monitored and reported on outside of direct management, such as 401(k)s and annuities.
- Managed Portfolios: For clients who have less than $100,000 to invest. The annual fee is 0.6% - 1% of the value of your portfolio, and is negotiable. A set up fee from $75 to $200 may also be billed.
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