Wellspring Financial Advisors offers personalized financial services to high-net-worth individuals and families. These services include investment advice, tax planning, estate planning, risk management, and multi-family office services. Wellspring aims to improve family communication about finances and help clients manage life's challenges with confidence. They do not sell products or benefit from client purchases.
Assets Under Management$4.2B
Clients144
Advisors4
Avg. per Client$29M
Avg. per Advisor$1.1B
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.15% |
Fees are negotiable. Some clients may pay different fees than those currently in effect.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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