SPIRE Investment Management provides investment management, financial planning, and consulting services to individuals, families, and businesses. SPIRE works with clients to develop portfolios designed to build and preserve wealth. SPIRE also offers sub-advisory services to other registered investment advisors and may recommend third-party money managers.
Assets Under Management$9M
Clients41
Advisors1
Avg. per Client$220K
Avg. per Advisor$9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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