Spence Asset Management

Spence Asset Management

Las Cruces, New Mexico

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 ...see more

Assets Under Mgmt

$482.92M

Investment Professionals

7

Locations

1

% 401K & Individual

27%

% Discretionary

99%

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

Reviews for Spence Asset Management

Loading...

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.”

Connect with a local financial advisor

By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.

Contact Info

Visit Website