Springwater Advisors, LLC

Assets Under Management

$78.5M

Number of Clients

16

Number of Advisors

2

Average Client AUM

$4.9M

AUM per Advisor

$39.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Springwater Advisors provides investment advice and portfolio management services, including asset allocation and security selection. They offer financial planning services encompassing estate, retirement, education, and business planning. Clients can invest through third-party managers, with Springwater sharing advisory fees.

Fee Structure

Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersInvestment Management
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Location

800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX, 78401

2 Advisors at this firm

Springwater Advisors, Llc | TrueAdvisor