Spartan Planning Group
Assets Under Management
$345.1M
Number of Clients
230
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$115.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Spartan Planning Group provides integrated financial planning and asset management services. They focus on individual client needs, considering personal circumstances, objectives, risk tolerance, and tax considerations. They offer both discretionary and non-discretionary portfolio management, and may use sub-advisers. They primarily advise on ETFs, mutual funds, and equity securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are billed quarterly in advance. Certain fees may be negotiable depending on existing/past relationship or if a client has become a widow.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management (see table above). There is a minimum annual fee of $6,000. Held away (company plan) accounts have an additional 0.10% fee. Households with a combined investment value under $500,000 will be charged an additional fee of 0.25%. New household clients are charged a 0.1% technology fee on Held Away Accounts. Financial planning fees range from $1,500 to $5,000 for the initial comprehensive financial plan. Certain fees may be negotiable depending on existing/past relationship or if a client has become a widow.
Areas of Practice
Location
1931 New Garden Rd, Ste 220, Greensboro, NC, 27410