Anna Spurgin is a registered investment advisor at The Mather Group, LLC, based in Greenfield, IN, with 23 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,773 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Location
Greenfield, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Mather Group, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
The Huntington Investment CompanyBroker
Unified Financial Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations2 states
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