Spinnaker Asset Management provides financial planning, consulting, and investment management services. Financial planning covers various aspects of a client's life, including retirement, education, and insurance. Consulting offers advice on specific financial topics. Investment management includes individual portfolios tailored to client needs and model portfolios using exchange-traded funds. Spinnaker manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$39M
Clients178
Advisors3
Avg. per Client$220K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.05% |
| $100K - $2.0M | 1.00% |
| $2M+ | 0.95% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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