Spraker West Wealth Management provides personalized investment management and ongoing financial planning services for individuals, families, trusts, estates, and businesses. Located in Winter Park, Florida, the registered investment advisor operates on a fee-only basis and is legally required to act in your best interest. Spraker West Wealth Management builds customized portfolios based on a written investment policy statement that outlines your risk tolerance and goals. Ongoing portfolio management includes tactical trading, rebalancing, tax-loss harvesting, and retirement account distribution management. Financial planning is included at no extra cost if you have at least $400,000 invested with the firm, covering areas such as retirement, taxes, estate planning, education funding, and insurance analysis. For clients with smaller portfolios, standalone financial planning is available for a fixed project fee. The firm also offers hourly consulting for clients who do not need ongoing portfolio management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $600K | 1.25% |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are negotiable for family relationships, grandfathered clients, and complex situations.
