Overview
- Headquarters
- Mandeville, LA
- Total Firm Assets
- $191 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: FORM ADV PART 2A, APPENDIX 1 - WRAP FEE PROGRAM BROCHURE - SPINOSA WMG (2025-03-20)
· View brochure text
Latest filing: FORM ADV PART 2A, APPENDIX 1 - WRAP FEE PROGRAM BROCHURE - SPINOSA WMG (2026-03-05)
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Latest filing: FORM ADV PART 2A - FIRM BROCHURE - SPINOSA WEALTH MANAGEMENT GROUP (2026-03-05)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.25% |
| $250,001 | $10,000,000 | 1.00% |
| $10,000,001 | $20,000,000 | 0.90% |
| $20,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,625 | 1.06% |
| $5 million | $50,625 | 1.01% |
| $10 million | $100,625 | 1.01% |
| $50 million | $415,625 | 0.83% |
| $100 million | $790,625 | 0.79% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 83.25%
- Number of High-Net-Worth Clients
- 58
- Total Client Accounts
- 334
- Discretionary Accounts
- 334
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 170903
- FORM ADV PART 2A, APPENDIX 1 - WRAP FEE PROGRAM BROCHURE - SPINOSA WMG (2026-03-05) · View brochure text
- FORM ADV PART 2A - FIRM BROCHURE - SPINOSA WEALTH MANAGEMENT GROUP (2026-03-05) · View brochure text
- FORM ADV PART 2A, APPENDIX 1 - WRAP FEE PROGRAM BROCHURE - SPINOSA WMG (2025-03-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗