Spearhead Advisors manages investment portfolios for individual clients, tailoring each portfolio to their specific financial goals. They also provide consulting and investment advice to retirement plan sponsors. Spearhead may also advise on assets held elsewhere, determined on a case-by-case basis.
Assets Under Management$26M
Clients41
Advisors3
Avg. per Client$640K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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