Bluespring Wealth Management is a registered investment advisor that offers personalized investment management, financial planning, retirement planning, and tax consulting services. The firm designs customized portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, alternatives, and third-party managers. Bluespring Wealth Management operates through regional platforms, tailoring services to individual clients and businesses while offering discretionary and non-discretionary portfolio management.
Assets Under Management$5.4B
Clients3,250
Advisors46
Avg. per Client$1.7M
Avg. per Advisor$120M
www.bluespringwealthcalifornia.com ·capitalplanningadvisors.com ·www.bluespringwealthrivervalley.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee schedule reflects the Midwest regional platform. Other regional platforms and specific account types have separate fee schedules (e.g., River Valley region ranges from 1.00% down to 0.40%). Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
46 Advisors at this firm
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