Strategic Portfolio Managers (SPM) provides ongoing investment management based on your individual goals and risk tolerance. SPM creates a plan to help select a portfolio that matches your specific situation. SPM also offers financial planning covering investments, taxes, retirement, and debt/credit planning. SPM's services for retirement plans include plan design, investment selection, and fiduciary due diligence.
Assets Under Management$130M
Clients84
AdvisorsN/A
Avg. per Client$1.5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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