Stock Plan Advisory Group (SPAG) provides investment management and financial planning services. Financial planning covers cash flow, budgeting, savings goals, insurance, retirement, education, and estate planning. SPAG also offers specialty services like executive compensation planning and investment planning. SPAG holds seminars and workshops to educate the public.
Assets Under Management$19M
Clients18
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
This is a non-negotiable blended fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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