SP Capital Management provides investment advice, consulting, and wealth management services to individuals, high net worth clients, companies, foundations, pooled investment companies, governmental agencies, and endowments. Services include discretionary and non-discretionary investment advisory, portfolio management, investment consulting, and financial planning. SP Capital Management does not act as a custodian of client assets.
Fee Structure
SP Capital Management charges a percentage of your portfolio each year, and the rate can vary from 0.10% to 1.00%. The specific fee is negotiable and depends on the services provided, portfolio size, investment objectives, the strategy used, and the complexity of your investment needs. Fees are deducted from your account held by an independent custodian.