Spurr Financial Investment Services is a registered investment advisor located in New Hampshire that offers personalized wealth management services. The firm builds customized investment portfolios using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds, tailored to each client's specific goals, risk tolerance, and tax situation. Portfolios are continuously monitored and managed with discretionary authority. In addition to investment management, the firm incorporates comprehensive financial planning and consulting covering retirement, personal savings, education, and insurance needs. The firm primarily serves individuals, high-net-worth individuals, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.50% to 1.00% annually based on account complexity, asset level, and overall relationship. Fees are negotiable at the firm's discretion.