Jacob Edwards is a registered investment advisor at Wellspring Financial Partners, based in San Ramon, CA. Jacob 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
San Ramon, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wellspring Financial Partners
State Registrations2 states
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