Spahr Financial Group offers investment management services based on client objectives, risk tolerance, and time horizon. They primarily recommend index funds but may also offer advice on other securities. SFG also provides financial planning services covering cash flow management, risk, investment & retirement planning, tax planning, and estate planning. SFG does not manage accounts as part of a wrap fee program.
Assets Under Management$26M
Clients85
Advisors1
Avg. per Client$300K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable and may vary among clients. SFG can charge a Program Fee which includes an initial one-time setup, implementation, and program fee of 1.00% of the assets deposited or transferred into the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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