Spencer Financial Advisors offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. SFA creates an Investment Policy Statement for each client. SFA primarily recommends equities, specializing in growth and income equities, but may use other securities to diversify portfolios. Clients can impose restrictions on investments based on their values, but SFA reserves the right to end the relationship if restrictions hinder service.
Assets Under Management$15M
Clients14
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.01% |
Fee is 0.0025% quarterly, equivalent to 0.01% annually. The Adviser’s fee shall be reviewed approximately six months following the date of this Agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...