Greenspring Advisors manages investment portfolios and offers comprehensive wealth management and financial planning services for individuals, trusts, estates, and non-profit organizations. Greenspring Advisors builds personalized portfolios using fundamental, quantitative, and qualitative analysis, taking into account each client's goals, time horizon, and risk tolerance. In addition to managing private wealth, Greenspring Advisors provides retirement plan consulting services for employer-sponsored plans. The firm operates on a fee-only model, charging clients based on a percentage of the value of their portfolio or through fixed fees for financial planning and consulting projects.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Annualized fee is charged as a percentage of assets under management, not to exceed 1.35%. Fees are negotiable on a client-by-client basis.
