Spencer Financial Strategies provides investment supervisory services based on clients' goals, objectives, time horizons, and risk tolerance. They create an investment plan and recommended portfolio tailored to each client's situation. Spencer Financial Strategies also offers project consulting services to review and inform clients about specific investment issues. They offer educational seminars on various financial topics.
Assets Under Management$18M
Clients80
Advisors2
Avg. per Client$220K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fee is negotiable at the Advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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