Spencer Smith Asset Management is a fee-only registered investment advisor that helps clients achieve financial stability and independence. They focus on understanding your lifestyle expectations and financial goals through an initial Discovery Meeting. If you choose to engage them, they will prepare an Investment Policy Statement to guide the management of your account using a mix of stocks, bonds, mutual funds, and ETFs.
Assets Under Management$46M
Clients56
Advisors1
Avg. per Client$830K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees may be negotiable within each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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