Spurstone offers financial planning and investment management services. They consult with business owners, offering guidance on business growth, value acceleration, and exit strategies. For corporate executives, they provide services like concentrated stock management and equity award planning. They also offer comprehensive financial planning, retirement planning, and goal-based planning to individuals and families, focusing on wealth cultivation and protection.
Assets Under Management$160M
Clients154
Advisors3
Avg. per Client$1M
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $750K | 1.20% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
The above fee schedule does not include the advisory fee paid to SEI. Spurstone’s Annual Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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