Spartan Capital Management offers investment management services to other investment advisors, institutions, trusts, and individuals. Spartan manages investment strategies and separately managed accounts, selecting investments from outside managers, mutual funds, or ETFs. Spartan also provides non-discretionary investment research services to institutional investors. Spartan's client accounts may be obtained through introductions from brokers, independent financial advisory firms and other financial institutions, direct client dialogue and client referrals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For the Spartan Long Only strategy, the annual fee is a 1.00% annual asset-based fee. For accounts in which Spartan manages model or customer separately managed accounts for direct clients, Spartan will typically charge a 1% annual fee for “equity assets” and 0.35% annual fee for “fixed income” assets.