Seven Springs Wealth Group offers financial planning and investment management services, typically on a discretionary basis, to individuals and high net worth clients. Financial planning includes budgeting, financial plan construction, benefits analysis, education planning, insurance needs analysis, and estate planning consulting. Investment management involves ongoing supervision of client accounts based on their objectives and risk profile. SSWG may recommend separate account managers or the SSWG Voyage Portfolio. They also offer financial consulting services on a project basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fees are negotiable. SSWG may combine the account values of family members to determine the applicable advisory fee. SSWG may also charge an annual flat fee for investment management and financial planning services.