Spark Financial Advisors provides investment advice and financial planning to individuals, families, and businesses. They offer wealth management, investment management, and financial planning services, including retirement planning, tax strategies, and estate planning. Spark Financial Advisors acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$120M
Clients150
Advisors3
Avg. per Client$770K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.25% |
Fees are negotiable. Minimum annual fee of $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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