Springwater Wealth Management, LLC
Assets Under Management
$169.3M
Number of Clients
119
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$84.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Springwater Wealth Management offers financial planning, discretionary and non-discretionary investment management, and comprehensive wealth management advice to individuals, families, trusts, estates, and family businesses. They also provide advice to retirement plan sponsors and participants. Services are billed separately and require a written agreement.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.01% |
| $2.0M - $4.0M | 0.01% |
| $4.0M - $6.0M | 0.01% |
| $6M+ | 0.00% |
Springwater may charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
5335 Meadows Road, Suite 240, Lake Oswego, OR, 97035
