Springwater Advisors offers investment advice and portfolio management, including asset allocation among cash, stocks, and bonds. They also provide financial planning services covering estate planning, retirement planning, education planning, and business analysis. Springwater may invest client funds through other investment advisors and third-party portfolio managers. They also offer a sub-managed client portfolio program.
Fee Structure
Springwater Advisors charges a percentage of the value of your portfolio each quarter. The exact percentage depends on the type of investments and the amount you have invested. These fees are taken out of your account quarterly.
For equity and balanced portfolios:
- $1,000,001-$5,000,000: 1.00%
- $5,000,001-$15,000,000: 0.75%
- $15,000,001-$50,000,000: 0.50%
For fixed income - high income strategy portfolios:
- $1,000,000-$5,000,000: 0.75%
- $5,000,001-$15,000,000: 0.65%
- $15,000,001-$50,000,000: 0.50%
For fixed income – conservative strategy portfolios:
- $1,000,000-$15,000,000: 0.25%
- $15,000,001-$50,000,000: 0.15%