Spiehs Wealth Management offers investment management where they manage your investments based on your goals and risk tolerance. They also offer financial planning services covering topics like retirement, cash flow, and estate planning. Spiehs Wealth Management may use other investment advisory firms to manage some client assets.
Assets Under Management$22M
Clients232
Advisors1
Avg. per Client$94K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.30% |
| $1M+ | 1.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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