Spinnaker Investment Group provides financial planning, consulting, and investment management services to individuals, families, and businesses. They offer services like business planning, retirement planning, and investment consulting. For investment management, they primarily use mutual funds and ETFs, and may also advise on alternative investments. Spinnaker tailors its services to each client's needs and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Accounts may be under different fee schedules reflecting prior agreements, which may be higher or lower than the above fee schedule. Additionally, Spinnaker Investment Group may negotiate a fee rate that differs from the schedule set forth above, which may be higher or lower, for clients with simpler or more complex financial circumstances and for asset management with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).