Springwater Advisors manages investment portfolios and offers comprehensive financial and estate planning for individuals, families, and institutions. Springwater designs personalized investment strategies using stocks, bonds, mutual funds, and other securities, and also provides access to third-party investment managers. Their planning services cover retirement, taxes, estate planning, business succession, and insurance analysis. Springwater operates on a fee basis, charging either a percentage of assets under management or fixed fees for planning and consulting services.
Assets Under Management$75M
Clients30
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Rates shown are for Equity & Balanced strategy. Fixed Income strategies have lower rates starting at 0.25% or 0.75%. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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