Spire Wealth Management, LLC
Assets Under Management
$4.6B
Number of Clients
9,489
Number of Advisors
68
Average Client AUM
$487K
AUM per Advisor
$67.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Spire Wealth Management offers investment supervisory services through individual portfolio management and a manager of managers program. They also provide financial planning services, evaluating clients' financial situations and goals to create tailored plans. Corbett Road Capital Management (CRCM), an affiliate, provides sub-advisory services.
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
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102