Wellspring Financial is a registered investment advisor offering both discretionary and non-discretionary portfolio management services. They tailor investment advice to meet individual client needs, using model portfolios and ongoing monitoring. Wellspring also offers financial planning services, ranging from broad-based to single-subject planning, to help clients manage their financial resources and achieve their goals. They primarily advise on mutual funds, exchange traded funds, and variable annuities.
Fee Structure
Wellspring Financial charges an annual fee for managing your investment portfolio, ranging from 0.60% to 1.20% of the value of your investments. The specific percentage depends on the amount you invest and the complexity of the services provided. This fee is calculated each quarter based on your portfolio balance at the end of the billing period. You can end the agreement with 30 days' notice, and you'll only be charged for the days Wellspring managed your investments.