Wellspring Advisors offers investment management through discretionary and non-discretionary managed accounts, and financial planning services. For investment management, they focus on asset allocation and selecting specialist money managers. Financial planning covers areas like tax, retirement, estate, and education planning. They may recommend real estate-related private placements to accredited investors. Wellspring Advisors also assists with estate planning documents through a third-party scrivener service.
Assets Under Management$200M
Clients353
Advisors2
Avg. per Client$560K
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.60% |
| $1.0M - $1.5M | 1.40% |
| $1.5M - $2.0M | 1.20% |
| $2.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Advisory fees are negotiable. WSA may manage its own accounts and our employees’ and/or family accounts for a reduced fee or free of charge.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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