Spreng Capital Management (SCM) offers investment supervisory services tailored to individual client needs. Clients choose their investment strategy, primarily investing in equities, ETFs, and mutual funds, focusing on growth, income, or a combination. SCM has discretion over accounts, issuing investment instructions without prior consultation, while accommodating individual client instructions. SCM also assists with financial planning on an hourly basis for issues like retirement, college funding, and insurance.
Assets Under Management$270M
Clients937
Advisors3
Avg. per Client$290K
Avg. per Advisor$90M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.25% |
Fees are negotiable. Employees, close friends, and relatives of the principals and employees of SCM may be charged a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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