Spencer Hawkins Investment Adviser offers financial planning and investment management services. Financial planning covers areas like cash flow, retirement, estate, and tax strategies. Investment management involves creating a portfolio based on your risk tolerance and goals. The firm also provides consulting services to employer-sponsored retirement plans. Insurance analysis is offered as part of financial planning, with the investment adviser representative acting as an insurance agent.
Assets Under Management$2.9M
Clients15
Advisors1
Avg. per Client$190K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.88% |
| $4.0M - $8.0M | 0.75% |
| $8.0M - $16.0M | 0.63% |
| $16.0M - $32.0M | 0.50% |
| $32M+ | 0.38% |
Fees are negotiable and will vary among different clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...