Spiegelman Wealth Management (SWM) offers personalized investment management and financial planning services. Financial planning involves reviewing a client's current situation, setting goals, and creating a plan to achieve them. Investment management services are tailored to meet the client's objectives and risk tolerance, using stocks, bonds, exchange-traded funds, and mutual funds. SWM typically manages accounts with the authority to make trades without asking first, but clients can set reasonable restrictions.
Assets Under Management$430M
Clients531
Advisors1
Avg. per Client$810K
Avg. per Advisor$430M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and may be higher or lower based on the nature of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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