Greenspring Advisors offers investment advice and financial planning to individuals, trusts, estates, non-profit organizations, and businesses. Services include private money management, comprehensive wealth management (including tax, retirement, risk management, estate, cash flow, business, and education planning), and financial consulting. Greenspring also provides retirement plan consulting services to plan sponsors.
Fee Structure
Greenspring Advisors charges a percentage of your portfolio for wealth management services, not to exceed 1.32% annually. There is a $5,000 minimum annual fee. If your portfolio doesn't generate that much in fees, you can pay the difference to receive the service. Administrative services for positions not in model portfolios are charged at 0.10%.
