Spartan Capital Private Wealth Management (SCPWM) provides investment advisory services to individuals, high-net-worth individuals, and institutional clients. SCPWM offers portfolio management services, including the selection and evaluation of independent portfolio managers, review of portfolio composition, and active portfolio management. Investment advice is tailored to meet clients' needs and investment objectives.
Fee Structure
SCPWM charges an annual fee for portfolio management services, ranging from 0.50% to 2.50% of the market value of your assets. The specific fee depends on the value of your assets, the complexity of services provided, and the level of administration requested. Fees are billed quarterly in advance. The advisory fee is negotiable based on individual client circumstances. SCPWM may combine account values of family members to determine the applicable advisory fee.