SpendItRight LLC offers financial advice on an hourly or project basis, focusing on specific financial questions or transitions. Services include investment analysis, portfolio construction, cash flow modeling, and tax-sensitive decision modeling. SpendItRight also provides divorce-related financial analysis and real estate financial analysis. Investment management is offered as a separate engagement on a limited basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
SpendItRight LLC offers investment management services on a limited basis for a flat annual fee, billed quarterly. The fee depends on the complexity of your portfolio:
- Basic portfolio oversight: $2,000 per year
- Moderate portfolio complexity: $3,750 per year
- Higher portfolio complexity/ongoing alignment: $5,500 per year
Loading...