Sparta Wealth Partners provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and offer financial planning services covering investments, insurance, taxes, retirement, college, and estate planning. Some clients may opt for ongoing financial planning through a monthly retainer program. Sparta Wealth Partners also uses a third-party platform to manage held-away assets, such as 401k accounts.
Fee Structure
Sparta Wealth Partners' investment management fees are negotiable, but will not exceed 2.00% annually. Fees are charged monthly, either in advance or after the fact, based on the value of your account. For clients choosing a Long/Short strategy with a sub-advisor, there's a 1.00% annual asset-based fee and a 10% performance-based fee. Held away 401k accounts may have lower fees.