Speight Asset Management offers investment portfolio management using a diversified asset allocation approach, managing portfolios on a discretionary basis. They primarily use mutual funds and ETFs, and may include individual equities and bonds. Speight also offers financial planning services separate from portfolio management, designed to help clients determine the probability of achieving their financial goals. They offer retirement educational seminars at no charge.
Assets Under Management$89M
Clients44
Advisors1
Avg. per Client$2M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $6.0M | 0.55% |
| $6.0M - $9.0M | 0.45% |
| $9M+ | 0.35% |
Fees are negotiable. Certain related client accounts may be grouped for fee determination.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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