Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire's annual account management fees range from 0.02% to 2.25% of assets under management, billed monthly in arrears. While there is no minimum account size, it is generally preferred to have a minimum of $25,000 in assets under management, but this may be negotiable. Financial planning fees are negotiated and can be hourly or fixed. Clients are also responsible for custodial and broker-dealer fees.
Areas of Practice
Advisor Information
Office location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brenda operates Blisk Financial Group as a sole proprietorship for Spire-related business and is an insurance agent for Spire Wealth Management and other unaffiliated agencies. She also serves on the Board of Trustees for Concordia Plan Services, dedicating minimal time to member support and oversight without compensation.