Spruce Hill Capital is a registered investment advisor founded by Brandon Ben-Hanania, specializing in portfolio management and investment advice for individuals, couples, and families. The firm builds customized portfolios primarily using exchange-traded funds, combining macroeconomic and technical analysis with tactical adjustments. Spruce Hill Capital tailors its investment strategies to each client's specific risk tolerance, time horizon, and goals, utilizing tools like index funds and occasionally leveraged exchange-traded funds for clients with high risk tolerance. Portfolios are managed on a discretionary basis through Charles Schwab as the custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.00% |
| $150K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Accounts under $150,000 are subject to a minimum annual fee of $1,500. Hourly consulting is available at $175 per hour.