Spire Wealth Management, LLC

Spire Wealth Management, LLC is an SEC registered investment adviser located in McLean, Virginia, established in 2001. The firm specializes in providing individual portfolio management services, including continuous advice based on client needs and investment profiles. Clients can choose discretionary or non-discretionary account management. Spire offers model portfolio strategies through its affiliate, Corbett Road Capital Management, with a focus on tactical, active, hybrid, and passive solutions. The firm's investment strategies include economic, fundamental, technical, cyclical, quantitative, and qualitative analysis, as well as asset allocation and mutual fund/ETF analysis. Spire's fee structure ranges from 0.02% to 2.25% of assets under management, with a preference for a minimum initial investment of $25,000. The firm may negotiate fees based on client circumstances. Spire does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm does not have custody of client assets but uses custodians like Schwab, Fidelity, and Pershing Advisor Solutions. Spire does not vote proxies on behalf of clients and does not accept responsibility for class actions. The firm has no financial conditions impairing its ability to meet obligations. Spire has not been subject to a bankruptcy petition in the past ten years.