Springdale Advisors provides investment management services, making decisions on what investments to buy, hold, or sell for clients. They also offer research and investment analysis to other registered investment advisors. Springdale Advisors tailors its services to meet client needs and preferences, helping clients create an investment policy that reflects their goals. They primarily use global growth stock strategies, which may involve concentrated positions in a few individual stocks.
Assets Under Management$14M
Clients12
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Qualified clients may choose a performance-based fee: 0.75% of assets plus 20% of the amount by which the account's return exceeds the S&P 500 index. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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