Spinosa Wealth Management Group
Mandeville, Louisiana
Spinosa Wealth Management Group, based out of Mandeville, LA, is a reputable investment advisory firm with a dedicated focus on providing comprehensive financial solutions to its clients. With a single office, the firm boasts a small yet highly skilled team of three employees, two of whom specialize in delivering top-notch investment advisory services. With an average of approximately $56,600,000 in assets under management per investment advisor, Spinosa Wealth Management Group's performance aligns with industry standards. Their compensation structure is diverse, incorporating various models such as a percentage of assets under m...
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Assets Under Mgmt

$113.2M

Investment Professionals

2

Locations

0

% 401K & Individual

8%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.