Cannell & Spears manages equity and fixed-income portfolios for clients. They tailor their investment advice to each client's needs and objectives, gaining a deep understanding of their financial circumstances. Cannell & Spears relies on its own research and careful investment selection, taking a long-term perspective. They also offer financial planning services and advice about retirement plan rollovers.
Assets Under Management$6.3B
Clients2,486
Advisors24
Avg. per Client$2.5M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Cannell & Spears charges an annual fee based on a percentage of the value of your portfolio. Because Cannell & Spears is a combination of two firms, there is no single fee schedule. Fees may be negotiable based on the size of your account and the type of investments involved.
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Location
24 Advisors at this firm
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