Spraker West Wealth Management (SWWM) offers wealth management and advisory services to individuals, families, trusts, estates, charities, and corporations. SWWM provides portfolio management, financial planning, and financial counseling. Financial planning includes discussions about estate planning, tax considerations, retirement planning, education funding, budgeting, and risk/insurance planning. SWWM may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$270M
Clients144
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $600K | 1.25% |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are subject to negotiation if there is an existing family relationship, clients grandfathered under prior billing schedules, and/or complexity of work performed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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