Spark Asset Management Group offers investment management services through various programs, including tactical asset allocation models and specialty portfolios. They also provide basic financial planning services at no additional charge to investment management clients. Spark manages client assets held by independent custodians. The firm's investment strategies involve the use of ETFs, mutual funds, and individual securities, with a focus on tactical asset allocation and trend following.
Assets Under Management$13M
Clients37
Advisors2
Avg. per Client$350K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee is 2% annually (including any per transaction fee charged by the custodian). Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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