Spirit Global Investment Advisors is a wealth management platform serving family offices, ultra-high-net-worth individuals, and institutional investors. Spirit Global offers access to public markets, alternative investments (private equity, credit, venture capital, real estate, hedge funds), and digital asset services (custody, lending, capital formation). Spirit Global positions itself as a 'manager of managers,' providing access to institutional-quality opportunities.
Assets Under Management$75M
Clients10
Advisors1
Avg. per Client$7.5M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable based on account size, complexity, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...