Wellspring Financial Partners offers investment management and financial planning services. Investment management involves managing client portfolios based on their objectives. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Wellspring uses mutual funds and ETFs to build diversified portfolios and does not time the market.
Assets Under Management$1.2B
Clients470
Advisors5
Avg. per Client$2.6M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.99% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees are negotiable and generally range from 0.25% to 0.99% per year. Fees for the management of Fixed Income and Money Market portfolios are also negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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