Spinnaker Financial Group offers financial planning and investment management services. Financial planning covers areas like financial goals, cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment management is offered on a discretionary basis. Spinnaker may offer clients the Morningstar® Managed Portfoliossm program. Spinnaker does not sell securities or insurance products for a commission.
Assets Under Management$56M
Clients106
Advisors1
Avg. per Client$530K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
The annual fee includes the fee charged by Spinnaker and the fee charged by Morningstar Investment Services. The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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