Spring Capital Management creates a strategic portfolio allocation primarily amongst stocks, bonds, and cash, consistent with clients' individual risk and return objectives. Spring Capital Management invests primarily in pooled assets, such as mutual funds, and periodically re-balances portfolios using fundamental and technical analysis. The firm routinely reviews individual holdings to make sure they're achieving their goals within the overall portfolio strategy.
Assets Under Management$17M
Clients38
Advisors1
Avg. per Client$460K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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