Spar Wealth Management provides investment management services tailored to clients' individual investment objectives, risk tolerance, and cash needs. Spar Wealth Management manages client portfolios according to their stated investment goals and objectives. The firm primarily invests in equities, mutual funds, exchange traded funds, fixed income instruments, and alternative investment strategies.
Assets Under Management$2.2M
Clients6
Advisors1
Avg. per Client$370K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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