Speiro Investments offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Speiro Investments creates an Investment Policy Statement for each client, outlining their current financial situation and constructing a plan to select a suitable portfolio. Speiro Investments primarily invests in mutual funds, equities, bonds, ETFs, and REITs.
Assets Under Management$38M
Clients46
Advisors1
Avg. per Client$820K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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