SpringTide Partners offers investment research to other advisory firms and asset management services to individuals. SpringTide's asset management includes understanding your risk tolerance, designing an investment program, and implementing asset allocation. SpringTide monitors investments, manages risk, and provides performance reporting. SpringTide also publishes newsletters and white papers.
Assets Under Management$51M
Clients29
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with representative, and total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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