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 directionsDarren has been an insurance agent with various insurance carriers since 2005 and operates a sole proprietorship, DCP Wealth Mgrs, for non-variable insurance sales. He also serves as President of Tota Vita Financial Associates, dedicating full-time hours to financial advising.