Spire Wealth Management offers investment management services tailored to individual client needs, including model portfolios managed by an affiliate, Corbett Road Capital Management. They also offer a Manager of Managers program, where they select and monitor third-party investment managers. Spire provides financial planning services covering various areas like personal finance, tax, investments, insurance, retirement, and estate planning. Clients receive written financial plans designed to help them achieve their financial goals.
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.