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.
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsDavid is an IAR of Spire Wealth Management and an insurance agent for Spire Insurance Agency, selling life insurance. The insurance sales take up a full-time commitment.