Spurr Financial Planning (SFP) offers an automated investment program designed for smaller accounts that may not meet the minimums of other advisors. SFP determines a suitable risk level for clients and maps it to a model portfolio of exchange traded funds and/or mutual funds. The platform, provided by Charles Schwab, automatically executes trades to keep the portfolio aligned with target allocations. SFP also offers comprehensive financial planning and hourly or project-based planning for an additional fee.
Assets Under Management$89M
Clients71
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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