Alspaugh Wealth Management offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services covering areas like retirement, college, and debt planning. Additionally, they provide services to retirement plans, acting as an advisor to plan sponsors. Alspaugh Wealth Management may refer clients to third-party money managers and receives a portion of their fees.
Assets Under Management$56M
Clients79
Advisors2
Avg. per Client$710K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. Client Directed Accounts have a $300 annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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