Wealth Span Capital Management offers investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical allocation strategy to manage portfolios, potentially using various securities and mutual funds. Financial planning services cover retirement, insurance, estate, and business planning. Educational seminars and workshops are also offered at no charge.
Assets Under Management$33M
Clients26
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Wealth Span Capital charges a fixed annual fee based on the amount of your portfolio. For example, $1,000 per year for portfolios between $25,000 and $100,000, and $2,000 per year for portfolios between $100,001 and $250,000. These fees are paid quarterly in advance and may be negotiable.
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