Spartan Wealth Management offers customized wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Investment management involves creating a portfolio of stocks, ETFs, mutual funds, and bonds based on the client's goals and risk tolerance. Financial planning covers areas like retirement, savings, and insurance needs. Spartan Wealth Management acts as a fiduciary, committed to the client's best interests.
Assets Under Management$1.5B
Clients1,176
Advisors21
Avg. per Client$1.3M
Avg. per Advisor$71M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
21 Advisors at this firm
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