Warren Spoor is a PFS-designated registered investment advisor at Sagace Wealth Management, based in St. Petersburg, FL, with 20 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 80 clients with $160M 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 $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.49% |
| $25M+ | 0.49% |
Fees negotiable for amounts over $25,000,001.
Fee Estimator
Location
877 Executive Center Drive West, Suite 100, St. Petersburg, FL, 33702
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Warren is a manager at WGS II CPA, LLC, dedicating minimal time, and a manager at SBF, LLC, a full-service CPA firm, dedicating full-time hours. He is also a passive partner in Bayview Insurance Solutions, LLC, an insurance brokerage business, but dedicates no time to it.
Employment History
Current Registrations
Sagace Wealth Management
Previous Registrations
Ars Wealth Advisors
State Registrations1 state
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