Assets Under Management
$8.8M
Number of Clients
33
Number of Advisors
2
Average Client AUM
$266K
AUM per Advisor
$4.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Spark Asset Management Group provides asset management, retirement, and financial planning services. They offer discretionary asset management through Trends Model Portfolios, Strategic Asset Allocation Models, and Special Situations. They also offer financial planning services, either included with investment management or under a separate agreement.
413 N. Center St., Statesville, NC, 28677