Spyrnal Wealth Management manages investment portfolios and offers financial planning services. Investment management is tailored to individual client needs, considering their goals, risk tolerance, and time horizon. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Spyrnal Wealth Management also refers clients to third-party money managers.
Assets Under Management$120M
Clients376
Advisors2
Avg. per Client$310K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Advisory fees are negotiable at the Advisor’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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