Andrew J. Spillios, CFP provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education, and plan for retirement and estate matters. Andrew J. Spillios, CFP is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$10M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | Included |
| $300K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Minimum annual fee of $3,000 is charged to clients with accounts that have less than $300,000. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.