Warm Springs Advisors provides investment advisory services through licensed representatives, offering both asset management and financial planning. Asset management involves ongoing supervision of client accounts based on their financial situation, objectives, and risk tolerance. Financial planning, bundled with asset management, includes written plans addressing investment, retirement, asset allocation, cash flow, and budgeting. Consultations are also available for specific financial planning issues. Clients retain ownership rights and can impose reasonable restrictions on account management.
Fee Structure
Warm Springs Advisors offers investment management services where they manage your investments on an ongoing basis. This service is bundled with financial planning and consulting. The annual fee for this comprehensive service ranges from 0.90% to 1.0% of the value of your portfolio, depending on factors like the type of client and complexity of their situation. Fees are calculated based on the average daily balance and billed quarterly at the end of the period. You can choose to have the fees deducted directly from your account or pay upon receipt of a billing notice.