Spinelli Financial Advisors manages investment portfolios and provides personalized financial planning services. Led by Mark Spinelli, who holds the Certified Financial Planner, Chartered Financial Analyst, and Certified Public Accountant designations, the firm creates customized investment strategies and financial plans covering retirement, taxes, insurance, and estate planning. All client portfolios are managed on a discretionary basis, meaning Spinelli Financial Advisors makes trades on your behalf without needing approval for every transaction. The firm also operates a separate certified public accounting practice, which helps inform its tax-aware investment strategies. Clients typically meet for quarterly reviews, and the firm operates with a legal obligation to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable for clients with at least $5,000,000 under management.