Spirepoint Private Client

SpirePoint Private Client, LLC is an SEC-registered investment adviser based in Vero Beach, FL, established in 2023. The firm manages approximately $1.12 billion in assets for 799 accounts on a discretionary basis, utilizing a wrap program. Services offered include discretionary investment management, financial planning, and consulting. Investment strategies include fundamental, cyclical, charting, and technical analysis, with a focus on diversification and both passive and active management. The firm charges fees up to 1.5% annually based on assets under management, with additional fees for financial planning and consulting services. SpirePoint does not impose a minimum fee or portfolio value requirement. The firm acts as a fiduciary, putting clients' interests first, and does not charge performance-based fees. Clients have investment discretion, and the firm may recommend third-party Independent Managers and Sub-Advisors. SpirePoint has a Code of Ethics, does not pay referral fees, and provides detailed information on its business practices, fees, investment strategies, and potential risks to clients.