Spirepoint Private Client, Llc
830 AZALEA LANE, Vero Beach, Florida 32963
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
client. This may include a minimum annual fee. Our annual fee ranges up to 2% annually and is assessed and/or charged monthly, in advance, based on the value at the end of the billing period. Inflows and outflows of cash are considered on a prorated basis in this calculation. Fees ca
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also registered with a broker-dealer
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.