Spence Asset Management, a reputable local investment advisory firm headquartered in Las Cruces, NM, boasts a dedicated team of seven highly skilled professionals who specialize in providing comprehensive investment advisory services. With an average of $46,320,000 in assets under management per investment advisor, their performance aligns with the industry average. Their compensation structure encompasses various models, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for their diverse clientele.
With over 570 individual clients and an impressive $482,917,000 in assets under ...
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Assets Under Mgmt
$482.92M
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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