Spring City Partners provides ongoing investment management based on your financial situation and goals. They also offer financial planning services, creating written plans that cover topics like retirement, taxes, and estate planning. Spring City Partners can also provide consulting services to other investment advisors and broker-dealers. You have the ability to place reasonable restrictions on the management of your accounts.
Fee Structure
Spring City Partners charges a fixed annual fee based on the value of your portfolio. The fee will not exceed 1.50% of the total value of your investments. Fees are billed monthly, based on the value of your portfolio at the end of each month. Fees are negotiable based on the complexity of your situation, your relationship with the advisor, and the total amount of assets under review. Clients with similar assets can have differing fee schedules and pay different fees.