Springhouse Financial manages investment portfolios and provides advisory services primarily for individuals, families, trusts, and estates. Founded in 2012 and led by Chartered Financial Analyst Kevin M. Carrico, the firm builds customized portfolios designed to match each client's specific financial situation, goals, and risk tolerance. Springhouse Financial focuses on a value-oriented investment strategy, seeking to purchase securities of companies priced below their intrinsic value while avoiding frequent trading, market timing, derivatives, and leverage. Portfolios are tailored using common stocks, preferred stocks, convertible securities, debt securities, and mutual funds. The firm typically requires a minimum account size of $100,000, though this minimum can be waived at its discretion. Clients maintain their funds with an independent custodian while granting Springhouse Financial the authority to execute trades and deduct quarterly management fees directly from the account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Standard annual fee is 0.50% of assets under management. Fees are negotiable based on client circumstances, account complexity, and asset size.