Springwood Financial Advisors (SFA) manages investment portfolios and offers financial planning services to individuals, retirement plans, trusts, and small businesses. SFA works with clients to determine their investment objectives and risk profile, and creates customized investment plans. SFA typically invests in passively managed mutual funds and, where appropriate, individual fixed income securities. SFA also provides wealth management services, including retirement planning, charitable gift planning, college planning, estate planning, and risk management counsel.
Assets Under Management$22M
Clients6
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees, account minimums and their applications to family circumstances may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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