Spicer Wealth Management provides investment management and financial planning services to individuals, trusts, estates, and businesses. They create personalized portfolios based on your goals, risk tolerance, and time horizon, using investments like stocks, bonds, and mutual funds. They also offer financial planning to evaluate your financial situation and provide recommendations on areas like retirement and taxes.
Assets Under Management$90M
Clients244
Advisors1
Avg. per Client$370K
Avg. per Advisor$90M
www.spicerwealth.com ·www.linkedin.com/in/bryon-spicer-a2278958 ·www.youtube.com/@spicerwealthmanagement9920
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees may be lower under some circumstances. All clients must complete a written financial plan prior to participation in investment management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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