Deirdre Kochanski is a registered investment advisor at Wellspring Financial Partners, based in Tucson, AZ, with 27 years of industry experience. Deirdre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 470 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.99% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees are negotiable and generally range from 0.25% to 0.99% per year. Fees for the management of Fixed Income and Money Market portfolios are also negotiable.
Fee Estimator
Location
4703 E. Camp Lowell Drive, Suite 135, Tucson, AZ, 85712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wellspring Financial Partners
Previous Registrations
Wellspring99
Evolve Securities, INC.
Mid Atlantic Financial Management, INC.
Pathways Financial Partners,inc.
London Pacific Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.