AB

Andrew Daniel Baron

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
68 advisors
Number of Clients
9,489 clients
Average Client Portfolio
$487K average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$25K

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
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
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Advisor Information

Office location

7901 Jones Branch Drive, Suite 800, McLean, VA, 22102

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Spire Wealth Management, LLC
March 2022 - Present · 3 yrs 10 mos
Spire Securities, LLCBroker
September 2018 - Present · 7 yrs 4 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Daniel Baron - Financial Advisor | AdvisorDiscover