SpringTru, LLC is a registered investment advisor offering financial planning and wealth management services. Financial planning covers cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Wealth management combines financial planning with ongoing portfolio management, implemented on a discretionary basis. SpringTru does not specialize in specific securities but advises on various investment types.
Assets Under Management$34M
Clients36
Advisors1
Avg. per Client$950K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Wealth management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the Client’s financial circumstances. Fees for accounts held away are under the same fee schedule as wealth management fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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