Assets Under Management
$345.1M
Number of Clients
230
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$115.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Spartan Planning is a financial planning and wealth management firm offering integrated financial planning and asset management services. They focus on individual client needs, considering personal circumstances, objectives, risk tolerance, and tax considerations. They utilize internal models to develop client portfolio asset allocations.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Certain fees may be negotiable depending on existing/past relationship or if a client has become a widow.
1931 New Garden Rd, Ste 220, Greensboro, NC, 27410