Wellspring Capital Group provides investment advice to individuals, trusts, pension plans, and businesses. The firm analyzes financial statements, management, suppliers, and economic conditions to select assets. Wellspring offers individualized investment advice and clients may place reasonable restrictions on investments. As a fiduciary, Wellspring acts in the client's best interest.
Assets Under Management$6.9M
Clients37
Advisors1
Avg. per Client$190K
Avg. per Advisor$6.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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