SP Asset Management provides investment management and financial planning services. Investment management is offered on a discretionary basis. Financial planning services are available on a one-time or ongoing basis, ranging from comprehensive plans to focused consultations. Clients are not obligated to implement SP Asset Management's recommendations. SP Asset Management also manages private funds focused on fund of funds investments in venture capital and private equity.
Assets Under Management$1.7B
Clients190
Advisors3
Avg. per Client$9M
Avg. per Advisor$570M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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