Kyron Harold
Advisor at SpraKer West Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at SpraKer West Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Winter Park, FL 32789
Credentials
CFA®
Industry experience
1 year
Kyron Harold is a CFA® charterholder with one year of industry experience, currently serving at Spraker West Wealth Management, Inc. in Winter Park, FL. He has been with the firm since 2014, including its predecessor entity, and works as part of a five-advisor team. Spraker West Wealth Management is a fee-only registered investment adviser providing discretionary portfolio management and financial planning to individuals, families, trusts, estates, charitable organizations, pension/profit-sharing plans, and corporations. The firm employs client-specific investment policy statements, tactical trading, rebalancing, tax-loss harvesting, and diversification across traditional and alternative asset classes.
Based on SpraKer West Wealth Management, Inc
Financial planning fees range from $1,200 to $2,500 depending on complexity
$0 - $400,000: 1.50% annually $400,001 - $600,000: 1.25% annually $600,001 - $1,000,000: 1.00% annually First $1,000,000 - null: 1.00% annually Second $1,000,000 - null: 0.80% annually Next $8,000,000 - null: 0.50% annually Next $10,000,000 - null: 0.30% annually Above $20,000,000 - null: 0.20% annually
$300 per hour for financial consulting outside of portfolio management
Fee-only: Wealth management fees billed quarterly in advance, financial planning fees $1,200-$2,500 for clients with less than $400k AUM, hourly consulting fees $300/hour
334 W. Morse Blvd.
Winter Park, FL 32789
Florida · Texas
Spraker West Wealth Management Inc.
2023 - Present (3 years)
Spraker West Wealth Management Inc.
2014 - 2022 (8 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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