Springbrook Financial offers financial planning, consulting, and investment management services. Financial planning covers business, cash flow, retirement, charitable giving, tax, education, risk management, and insurance planning. Wealth management includes financial planning and non-discretionary investment portfolio management, primarily using mutual funds, exchange-traded funds, and independent investment managers. Springbrook Financial tailors its services to each client's needs and objectives.
Assets Under Management$25M
Clients43
Advisors1
Avg. per Client$580K
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.50% |
Springbrook Financial may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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