Spielberger & Brooks offers investment advisory services, sometimes referred to as financial planning, to individuals with at least $250,000 in assets. They manage investments using Exchange Traded Funds and mutual funds, and may also invest in individual stocks and bonds. They also offer insurance, retirement planning, income tax planning, estate planning, and educational planning services. They provide investment and tax reporting with the help of Charles Schwab.
Assets Under Management$470M
Clients251
AdvisorsN/A
Avg. per Client$1.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.40% |
| $6.0M - $7.0M | 0.35% |
| $7.0M - $8.0M | 0.30% |
| $8.0M - $9.0M | 0.25% |
| $9M+ | 0.20% |
Fees are negotiable. Fees for 401k plans may be charged in advance and may differ from the listed schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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