Assets Under Management
$806.4M
Number of Clients
706
Number of Advisors
6
Average Client AUM
$1.1M
AUM per Advisor
$134.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
StrategicPoint Investment Advisors (SPIA) offers proactive investment management services, including asset allocation and ongoing portfolio management. They also provide financial planning services covering retirement projections, insurance review, and college funding. SPIA manages accounts on a discretionary basis and offers access to a web portal for performance reporting.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for assets over $5,000,000.
294 West Exchange Street, Providence, RI, 02903-1004