Spreckels Wealth Management offers financial planning and investment management services. They help clients define financial goals and develop strategies to achieve them, including cash flow management, investment advice, tax planning, and retirement planning. Spreckels Wealth Management is compensated solely by client fees and does not receive commissions.
Assets Under Management$74M
Clients55
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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