Sparks Capital Management

Fee-Only (% of Portfolio)

Sparks Capital Management provides investment management services where clients give Sparks Capital the authority to manage their investments. Sparks Capital focuses on long-term capital growth through a concentrated portfolio of individual stocks. The firm uses fundamental, quantitative, and qualitative analysis to identify investment opportunities. Investment strategies are recommended for capital with a time horizon of five years or more.

Assets Under Management$3.9M
Clients12
Advisors1
Avg. per Client$320K
Avg. per Advisor$3.9M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiated for select employees and family (depending on circumstances).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm