Spartan Wealth Management offers customized wealth management services that combine ongoing investment portfolio management with comprehensive financial planning. Spartan Wealth Management works closely with each client to understand their goals, risk tolerance, and financial situation before constructing a diversified portfolio using individual stocks, exchange-traded funds, mutual funds, bonds, options, and alternative investments. In addition to managing investments, Spartan Wealth Management provides financial planning covering retirement, personal savings, education funding, insurance needs, and tax-aware strategies. The firm acts in the best interest of clients as a registered investment advisor and serves individuals, high-net-worth clients, trusts, estates, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are charged at an annual rate of up to 1.50% of assets under management. Fees may be negotiable at the sole discretion of the firm.