Spahn Wealth & Retirement is an investment advisory firm offering portfolio management services tailored to individual client goals. They provide investment advice on stocks, bonds, mutual funds, and exchange-traded funds. While they don't prepare full financial plans, they incorporate limited financial planning to help clients understand their goals and ensure investment advice is tailored to their needs.
Assets Under Management$170M
Clients120
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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