Wellspring Wealth Management manages investment portfolios and offers personalized financial planning, retirement income strategies, and ongoing advisory services for individuals, families, trusts, and estates. Wellspring Wealth Management builds tailored asset allocation strategies using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments. The firm also assists with third-party manager selection and offers portfolio monitoring for assets held elsewhere. In addition to investment management, Wellspring Wealth Management provides comprehensive financial planning covering estate planning, tax strategies, insurance analysis, and executive compensation. Wellspring Wealth Management typically requires a minimum household investment of $1,000,000 for advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% up to 1.50% annually depending on factors such as portfolio complexity, asset level, and overall relationship. Fees are negotiable.