Spencer Sprague is a CFP-designated registered investment advisor at Consilio Wealth Advisors, LLC, based in Spokane Valley, WA, with 1 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 289 clients with $460M 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 $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
*Minimum annual fee of $11,500 *CWA will assess an additional 0.50% annual fee on accounts where the Advisor writes or buys options Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
Spokane Valley, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Consilio Wealth Advisors, LLC
State Registrations1 state
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