Spartan Planning Group offers financial planning and investment management services. They work with clients to understand their goals, gather financial information, and develop a plan. They monitor client progress and make adjustments as needed. Spartan Planning acts as a legal fiduciary, putting client interests first and offering straightforward recommendations. They are a fee-only firm and do not sell any products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Minimum annual fee = $6,000. Held away (company plan) accounts additionally have a 0.10% fee. Households with a combined investment value under $500,000 will be charged an additional fee of 0.25%. For new household clients we are charging a 0.1% technology fee on Held Away Accounts we manage to offset the cost of our held away trading system. Certain fees may be negotiable depending on existing/past relationship or if a client has become a widow.