WealthSpring Financial Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to guide asset allocation and selection. WealthSpring also offers financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$23M
Clients41
Advisors1
Avg. per Client$570K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.20% |
| $300K - $800K | 1.00% |
| $800K - $1.3M | 0.90% |
| $1.3M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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