Achieving Your
    Investment Goals

Whether you have managed your investments on your own or worked with another financial advisor or a broker in the past, you will find that being a client of Spero-Smith Investment Advisers is a distinctly different experience.

From our objective point of view to our transparent fee structure … from our team approach to our responsiveness when you call with a question … we strive to earn your trust and consistently deliver superior service.

The Value of Objective Financial Advice

Because we are independent advisors, we can be fully objective in our advice to you. You can be confident that the financial advice we provide is our best judgment for the investment strategy or asset management plan we have developed in partnership with you.

We have a fiduciary responsibility to our clients, which means we act solely with our clients’ investment goals and interests in mind, free from direct or indirect conflicts of interest. Fiduciary duty is generally considered to be the highest legal duty that one party can have to another. We willingly embrace our fiduciary status and we document our acceptance of this responsibility in our client contracts.

Get more details on understanding objective investment advice.

Fee-Only Asset Management and Financial Planning

Although we guide your investment strategy and manage your investments in stocks, bonds, mutual funds, and other financial instruments, we are not brokers and we do not accept commissions. Unlike some financial representatives, we are not paid to make trades or sell a specific financial product. The only compensation we receive comes directly from fees paid by our clients and all fees are fully disclosed to you.

We charge our clients a fee based on a percentage of assets under our management or a fixed fee for a specific service, such as development of a financial plan.

Our fee structure is simple and transparent, and it’s a key reason so many of our clients refer us to their friends, family, and business colleagues – and so many individual investors, business owners, nonprofits, and families have trusted us for generations. Contact us for fee information.