Spartan Wealth Solutions provides financial planning services to individuals and small businesses. These services include financial planning, budgeting, debt reduction, employee benefit analysis, risk management, education planning, investment planning, tax planning, retirement planning, and estate planning. Spartan Wealth Solutions also provides short-term, fee-based financial coaching services.
Assets Under Management$8.4M
Clients9
Advisors1
Avg. per Client$930K
Avg. per Advisor$8.4M
www.linkedin.com/company/spartanwealth ·www.facebook.com/spartanwealthsolutions ·www.spartanwealthsolutions.com
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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