WealthSpring Advisors provides investment management, selection of independent managers, and financial planning and consultation services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, other investment professionals, and business entities. WealthSpring Advisors tailors its services to each client's needs, goals, and risk tolerance. They are compensated through a percentage of assets under management or hourly/project fees.
Assets Under Management$42M
Clients48
Advisors2
Avg. per Client$870K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be modified (higher or lower), based on unusual circumstances, pre-existing relationships, or complex matters.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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