Spring Delta Asset Management offers portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements for each client. They also offer consulting services to pension and employee benefit plans, including 401(k) plans. Spring Delta generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, and non-U.S. securities.
Assets Under Management$28M
Clients58
Advisors1
Avg. per Client$480K
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $750K | 1.65% |
| $750K - $1.8M | 1.40% |
| $1.8M+ | 1.20% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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