Spree Capital Advisers (SCA) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. SCA creates an Investment Policy Statement for each client. SCA primarily recommends equities, but may use fixed income securities, ETFs and non-U.S. securities to diversify portfolios. SCA requires discretionary authority to execute transactions. SCA does not participate in wrap fee programs.
Assets Under Management$12M
Clients8
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients also pay a 10% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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