Spark Financials offers personalized investment management and financial planning services to individuals and families. The firm builds customized portfolios using passive investment strategies and modern portfolio theory, focusing on asset allocation and long-term goals. In addition to managing investments, Spark Financials provides comprehensive financial planning covering retirement, taxes, estate planning, cash flow, debt management, college savings, and insurance. The firm operates as a fiduciary, meaning Spark Financials is legally required to act in your best interest. Clients can also access tax preparation and consulting services through an affiliated business.
Assets Under Management$3.2M
Clients7
Advisors1
Avg. per Client$460K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Subject to a minimum annual fee of $2,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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