Spaulding Greene Wealth Management provides investment advice and manages assets for clients. They use a conservative investment approach that includes individual stocks, funds, and ETFs. They consider each client's risk tolerance and investment goals. They primarily work with individual clients, trusts, and estates.
Assets Under Management$6.7M
Clients6
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable based on the amount of assets to be managed and any family relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...