Spicer Wealth Management
Assets Under Management
$90.3M
Number of Clients
244
Number of Advisors
1
Average Client AUM
$370K
AUM per Advisor
$90.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Spicer Wealth Management provides individualized portfolio management based on client objectives and risk tolerance, using marketable securities. They also offer financial planning services to evaluate financial situations and goals, and 401(k) retirement plan consulting for plan sponsors and trustees.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees may be lower than the rate schedule under some circumstances.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, billed monthly in advance. For example, a $300,000 account would incur a 2.00% annual fee. Financial planning is offered on an hourly basis (up to $500/hour, $250 minimum) or a fixed fee basis ($1,295 to $15,000). 401(k) retirement plan consulting fees are up to 0.75% of assets under management. A written financial plan is required prior to participation in other services. The firm requires a minimum account size of $50,000.
Areas of Practice
Location
2655 Commons Blvd. #110, Beavercreek, OH, 45431