Spark Financials offers financial planning and investment management services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management involves creating and managing tailored portfolios based on client goals and risk tolerance. Spark Financials also offers tax preparation services through Spark Tax, LLC.
Assets Under Management$3.2M
Clients7
Advisors1
Avg. per Client$460K
Avg. per Advisor$3.2M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee of $2,000 for investment management. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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