Spivak Asset Management provides continuous investment advice and makes investments based on the individual needs of the clients. Spivak Asset Management is a fee-only investment management firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fees are accepted.
Assets Under Management$390M
Clients65
Advisors1
Avg. per Client$6M
Avg. per Advisor$390M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Spivak Asset Management may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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