Spring Capital Management offers investment advice regarding securities, insurance, and other financial services. They manage assets through a wrap fee program and may also recommend third-party money managers. Spring Capital acts as a legal fiduciary under federal retirement plan rules, adhering to standards of acting in the client's best interest. They work with individuals, high net worth individuals, businesses, trusts, and estates.
Fee Structure
Spring Capital manages assets through a wrap fee program. Clients referred to third-party money managers will pay a fee of 0.35% to 0.7% to the money manager, depending on the strategy, and a fee of 0.3% to 1.1% to Mr. Rathbun, which is negotiable. The total fee will not exceed 1.8%. Mr. Rathbun's fees are charged quarterly, in advance, based on the average daily balance of the assets in the account.