SpirePoint Private Client provides investment management, financial planning, and consulting services to individuals, families, and institutions. SpirePoint manages investments on a discretionary basis through a wrap program. The firm also offers financial planning and consulting services covering areas like retirement, education, and business planning. SpirePoint may use independent managers and sub-advisors to manage client assets.
Fee Structure
SpirePoint's annual investment management fee, which includes financial planning, is based on the total value of your investments. The fee can be a fixed percentage, a fixed dollar amount, or a tiered schedule. The annual fee ranges up to 1.5%. Fees are assessed monthly, in advance, based on the value of your account at the end of the billing period. There may be a minimum annual fee.