Spurr Financial Investment Services (SFIS) offers investment advice to individuals, high net worth individuals, trusts, and estates. SFIS provides wealth management services, including financial planning and investment portfolio management. SFIS creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds and exchange-traded funds (ETFs). SFIS acts as a fiduciary, committed to acting in the client's best interest.
Fee Structure
Spurr Financial Investment Services (SFIS) offers wealth management services where fees are based on the value of your portfolio. The annual fee ranges from 0.50% to 1.00%, paid quarterly in advance. The specific fee depends on the complexity of services, the amount of assets managed, and the overall relationship with SFIS. Fees may be negotiable.