The Spinelli Group provides financial planning and counseling, investment advisory services through consultations and education, and investment management services. Investment management includes portfolio design, asset allocation, implementation, and monitoring. In some cases, The Spinelli Group manages client portfolios through GeoWealth Management LLC's Turnkey Asset Management Program, using mutual funds and ETFs. The firm tailors its services to each client's individual needs and circumstances.
Assets Under Management$3.3M
Clients11
AdvisorsN/A
Avg. per Client$300K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may vary depending upon the complexity of the client’s financial affairs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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