Spirit Investment Advisors provides investment management services to individuals and small businesses. They work with clients to understand their financial goals, risk tolerance, and objectives to create a suitable portfolio allocation. The firm may use individual stocks, bonds, exchange-traded funds, and mutual funds. Portfolios are reviewed and rebalanced based on client needs and goals.
Assets Under Management$22M
Clients12
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are not negotiable, but Spirit Investment Advisors reserves the right to charge a lower fee based on specific client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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