Spencer Brook Asset Management (SBAM) manages investments for individuals, primarily on a discretionary basis, meaning they make investment decisions for you. SBAM uses individual securities and mutual funds. SBAM strives to outperform its peers by constructing portfolios that deliver strong risk-adjusted returns over the long term. SBAM assists individuals in formulating financial goals and then creating an appropriate plan to help achieve them.
Assets Under Management$86M
Clients19
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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