The Spano Group Wealth Managers offers financial planning, investment management, and retirement plan consulting. Financial planning covers tax, insurance, retirement, and estate planning. They consider your financial situation and risk tolerance to develop an investment strategy, monitoring and adjusting your portfolio accordingly. They primarily use general securities, mutual funds, government securities, and options. For alternative investments, they help you select and monitor other money managers.
Fee Structure
The Spano Group charges a negotiable annual fee for managing your money, ranging from 0.50% to 3.00% of your account, depending on its size and complexity. This fee is paid quarterly, at the beginning of each quarter. If The Spano Group helps you select other money managers, those managers pay The Spano Group a portion of the fees you generate; you do not pay directly for this service.