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543 N. Wymore Rd., Suite 104

Maitland, FL 32751

 

All artwork images are of original oil paintings by Susan Spraker.

May not be reproduced without written permission.

 

© 2018 by Spraker Wealth Management, Inc.

OUR PORTFOLIO MANAGEMENT FEES

Our fees are billed quarterly

We are paid an annual fee on portfolio assets managed by SWM. For that fee, we provide discretionary portfolio management, comprehensive financial planning, ongoing financial counseling, coordination and work on their behalf with other financial professionals, including tax planning, estate planning and risk management, important aspects of comprehensive wealth management.
 

Quarterly Fees

  • 0.375% IF below $400,000

  • 0.3125% IF between $400,001-$600,000

  • 0.25% IF between $600,001-$1,000,000

OR

  • 0.25% on First $1Million

  • 0.20% on the next million ($1MM – $2MM)

  • 0.125% on the remainder ($2MM+)

 

These quarterly fees are deducted directly from the respective managed accounts and are clearly stated in the SWM Client Quarterly Reports.

 

NOTE: For those aggressively adding to their portfolio, the firm will manage assets expected to soon reach at least $600,000.