The Spano Group Wealth Managers

Fee-Only (% of Portfolio)

The Spano Group Wealth Managers is a registered investment advisor based in Ona, West Virginia, offering personalized financial planning, investment management, and retirement plan consulting. The Spano Group helps clients develop customized investment strategies using stocks, bonds, mutual funds, exchange-traded funds, government securities, and options. For alternative investments like commodities or hedge funds, The Spano Group connects clients with outside money managers. Financial planning covers retirement, taxes, insurance, and estate planning. The firm also assists businesses with retirement plan consulting, including reviewing bids and monitoring plan providers. The Spano Group operates on a non-discretionary basis, meaning all trades require client approval before execution.

Assets Under Management$1M
Clients14
Advisors1
Avg. per Client$71K
Avg. per Advisor$1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual fees range from 0.50% to 3.00% depending on the size and complexity of the account and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm