Financial Spyglass provides comprehensive financial planning and investment management services, working one-on-one with clients over an extended period. The firm assists individuals with establishing goals, analyzing net worth, cash flow, insurance, employee benefits, retirement planning, investments, college planning, and estate planning. In addition to planning, Financial Spyglass helps clients select appropriate passive investment allocation models managed by outside managers. The firm also assists with tax planning by preparing reports and letters to share with the client's accountant. Financial Spyglass operates as a registered investment advisor based in Rye, New York, led by principal owner Louise Bryant.
Fee Structure
Financial Spyglass helps clients select and monitor third-party money managers for portfolio management, but investment management is bundled together with comprehensive financial planning rather than offered separately. Clients pay a fixed annual fee ranging from $20,000 to $40,000, which can be paid monthly or quarterly. Please note that this fee covers both planning and investment advisory services, and it does not include the separate fees charged by the outside money managers.
