Assets Under Management
$90.3M
Number of Clients
244
Number of Advisors
1
Average Client AUM
$370K
AUM per Advisor
$90.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Spicer Wealth Management provides portfolio management services using marketable securities and financial planning services to evaluate clients' financial situations, goals, and risk tolerance. They also offer 401(k) retirement plan consulting services. The firm's investment philosophy emphasizes value, safety, and quality with a focus on risk control.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees may be lower than the rate schedule under some circumstances.
2655 Commons Blvd. #110, Beavercreek, OH, 45431