Spondeo Capital offers investment advisory services to individuals and other client types. As a legally required to act in your best interest, Spondeo Capital works with clients to understand their financial goals, risk tolerance, and time horizon. They offer comprehensive portfolio management, which includes asset management, financial planning, and consulting services. They also offer retirement plan consulting services to employer plan sponsors.
Fee Structure
Spondeo Capital offers comprehensive portfolio management services. The annual fee will not exceed 2.00% and is negotiable based on the scope of service provided. Fees are billed monthly, in advance, based on the value of the account on the last day of the previous month. Fees are deducted directly from client accounts.