Spire Wealth Management is a registered investment advisor that offers continuous portfolio management and financial planning services through its network of investment advisor representatives. Spire Wealth Management provides both discretionary and non-discretionary investment management, utilizing a wide range of investment strategies including individual stocks, bonds, mutual funds, exchange-traded funds, and options. Clients can choose from various portfolio management approaches, including customized individual portfolios, model asset allocation portfolios, and a manager of managers program where Spire Wealth Management selects and monitors third-party money managers. Additionally, the firm offers financial planning services that cover personal budgeting, tax and cash flow analysis, retirement planning, insurance reviews, and estate planning. Spire Wealth Management works with individuals, high-net-worth clients, corporations, trusts, and retirement plans, aiming to tailor investment strategies to each client's specific financial goals, time horizon, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees generally range from 0.02% to 2.25% of assets under management. Individual advisors set specific fee schedules and retain discretion to negotiate alternative fees.