Clear Springs Wealth provides investment management and financial planning services. CSW develops investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like cash flow, college savings, estate planning (using Encore Estate Planning software for basic documents), insurance, investments, retirement, risk management, and tax strategies. CSW may recommend outside professionals but doesn't receive compensation from them.
Assets Under Management$4.2M
Clients18
Advisors1
Avg. per Client$230K
Avg. per Advisor$4.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
For all clients acquired on or after January 1, 2026, the advisory fee is a flat fee of 0.80% annually. For all clients acquired prior to January 1, 2026, the advisory fee is a flat fee of 0.60% annually. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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