Spicer Capital, LLC offers investment management services based on clients' goals, risk tolerance, and time horizon. They create investment policy statements and use model portfolios or hand-picked SEC-registered portfolio managers. They also offer financial planning services covering various areas like retirement, tax, and estate planning. Spicer Capital is creating online courses and resources for clients and non-clients.
Assets Under Management$5.9M
Clients28
Advisors1
Avg. per Client$210K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees have been negotiated by Spicer Capital with most of the Institutional Portfolio Managers they utilize.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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