Spurr Financial Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,320,840
Total clients
17
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$1,077,696
About
Spurr Financial Investment Services, LLC provides discretionary investment management and wealth management to individuals, high net worth clients, trusts and estates, managing roughly $18.3 million across a small roster of clients. Financial planning is offered as part of wealth management engagements; the firm recently stopped offering standalone financial planning services as a separate fee arrangement.
The firm’s investment approach is primarily long-term focused and typically uses low-cost, diversified mutual funds and ETFs while also employing individual stocks, bonds and legacy holdings when appropriate for tax or client-specific reasons. Portfolio construction relies on internal model portfolios and a mix of fundamental and technical analysis, with client allocations customized for tax status, time horizon, stated restrictions and risk tolerance.
Notable operational details include a tendency to select mutual fund share classes dictated by custodial or fund constraints, which can result in higher internal expense ratios than institutional classes, and an institutional relationship with a major custodian that provides technology and other economic benefits to the advisor. The firm’s principal is also a licensed insurance professional who may earn commissions for insurance products (a disclosed conflict of interest), and advisory fees are billed and deducted from client custody accounts on a quarterly, advance basis.
Client services
Fee options
$0+: 0.50% to 1.00% annually, negotiable based on factors such as complexity, asset level, relationship +:
Up to $200 per hour for stand-alone financial planning services
Account minimum: $100,000 (may be reduced at sole discretion of Advisor) Fee-only: Investment management fees based on assets under management; stand-alone financial planning offered on hourly basis
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Spurr Financial Investment Services, LLC
Alton Bay NH, United States
Number of offices
1
Forms ADV
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