Strategic Portfolio Advisors (SPA) focuses on business continuity and disaster planning. In the event of a significant business disruption, SPA will safeguard employees, assess the situation, recover operations, protect records, and allow clients to transact business. Clients can access funds and securities through Charles Schwab & Co. SPA backs up electronic records daily and will use alternative communication methods if necessary.
Assets Under Management$97M
Clients90
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$97M
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...