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
100 Stony Brook Ct, Newburgh, NY, 12550
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
David is an IAR of Spire Wealth Management providing fee-based investment advisory services full-time. He also sells fixed insurance products, dedicating about a quarter of his time to this activity, and works as an NCAA athletics official (baseball umpire) for about a quarter of his time.