Springhouse Financial provides investment management and advisory services to individuals and families. The firm creates customized investment strategies based on each client's financial situation, goals, and risk tolerance. Springhouse Financial seeks to acquire securities at a discount to their intrinsic value, avoiding frequent trading and market timing. The goal is to construct portfolios suited to the client's needs with attractive risk/reward characteristics and below-average fees and expenses.
Assets Under Management$17M
Clients21
Advisors1
Avg. per Client$810K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable and may vary depending on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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