Spelts Wealth Management offers investment advisory services, including asset management through a wrap program and portfolio monitoring. As a fiduciary, Spelts Wealth Management aims to act in the client's best interest by understanding their investment objectives and educating them about the process. They also offer services to retirement plans, acting as either a limited scope or discretionary investment manager.
Assets Under Management$92M
Clients209
Advisors1
Avg. per Client$440K
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Spelts Wealth Management offers investment management through a wrap program. Details on the fees for this program are in Appendix 1 of the brochure. They also offer portfolio monitoring for 0.25% of the assets being monitored, billed quarterly in advance.
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