Sprylen Wealth Management offers financial planning and investment advisory services. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Sprylen also provides retirement plan consulting services. Clients can have their accounts managed by third-party money managers.
Fee Structure
Sprylen Wealth Management offers investment management services either directly or through third-party money managers. The annual fee is based on the amount of your portfolio. The total fee you pay will be the sum of Sprylen's fee and the third-party manager's fee. Here are some examples:
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Accounts up to $100,000
- Freedom Advisors: 1.95% total (0.95% to Sprylen, 1% to Freedom Advisors)
- Zacks/GeoWealth: 1.25% total (1.25% to Sprylen, 0% to Zacks/GeoWealth)
- Cabana/GeoWealth: 1.25% total (1.25% to Sprylen, 0% to GeoWealth)
- Gradient Endowment Series: 1.7% total (1% to Sprylen, 0.70% to Gradient)
- Gradient Core Select: 2% total (1% to Sprylen, 1% to Gradient)
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Accounts over $100,000 and less than $250,000
- Freedom Advisors: 1.9% total (0.9% to Sprylen, 1% to Freedom Advisors)
- Gradient Core Select: 1.9% total (0.9% to Sprylen, 1% to Gradient)
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Next $250,000 - $1,499,999
- Freedom Advisors: 1.7% total (0.80% to Sprylen, 0.9% to Freedom Advisors)
- Gradient Core Select: 1.8% total (0.80% to Sprylen, 1% to Gradient)
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Next $1.5mm - $2,999,999
- Freedom Advisors: 1.6% total (0.8% to Sprylen, 0.8% to Freedom Advisors)
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Next $3mm - $4,999,000
- Freedom Advisors: 1.4% total (0.7% to Sprylen, 0.7% to Freedom Advisors)
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Over $5mm
- Freedom Advisors: 1.2% total (0.6% to Sprylen, 0.6% to Freedom Advisors)