Spano Advisory Services provides investment management and financial planning services. For investment management, they evaluate your needs and risk tolerance, then manage your portfolio with the authority to make trades without your prior approval. Financial planning is offered on a consultation basis and may include tax, insurance, retirement, and estate planning. Services are tailored to each client's needs.
Assets Under Management$41M
Clients38
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.65% |
Fees can be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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