Sporl & Company provides investment advice focused on fixed income securities and derivatives. Sporl manages individual investment accounts with the goal of maximizing total return while preserving capital. They invest in U.S. government securities and other high-quality debt. Sporl can tailor its advisory services to individual client needs.
Assets Under Management$1M
Clients1
Advisors1
Avg. per Client$1M
Avg. per Advisor$1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the 1.0% annual fee, Sporl & Company receives 20% of the net profits of the account, assessed annually, but only on profits exceeding previous losses. Client fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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