Sprincz Advisory Group provides investment management services on a discretionary or non-discretionary basis. Sprincz also offers financial planning services, including cash flow analysis, college planning, income projections, insurance, investments, qualified plans, retirement income, and social security. Sprincz may recommend third-party money managers.
Assets Under Management$20M
Clients86
Advisors1
Avg. per Client$230K
Avg. per Advisor$20M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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