Spinnaker Financial Advisors offers investment management services, typically with discretionary authority to manage client accounts using mutual funds and exchange-traded funds. Spinnaker may recommend rollovers to an Individual Retirement Account managed by them. Spinnaker also provides option trading for select clients. Spinnaker does not participate in wrap fee programs. Clients are responsible for notifying Spinnaker of any changes to their financial situation or investment objectives.
Assets Under Management$100M
Clients106
Advisors1
Avg. per Client$970K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Spinnaker, in its sole discretion, may charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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