Razvan Raicu is a CFP-designated registered investment advisor at Sp Asset Management LLC, based in Cupertino, CA, with 13 years of industry experience. Razvan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 190 clients with $1.7B 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
20380 Town Center Lane, Ste 205, Cupertino, CA, 95014
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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
Sp Asset Management LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
LPL Financial LLCBroker
State Registrations1 state
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