WealthSpring Partners is a registered investment advisor that offers personalized asset management and financial planning services. WealthSpring Partners works primarily with individual investors, helping them build customized investment portfolios using stocks, bonds, mutual funds, exchange-traded products, and alternative investments. The advisory team guides clients through ongoing financial planning, covering retirement income, budgeting, tax strategies, estate planning, education savings, and business succession. WealthSpring Partners emphasizes a collaborative planning process and tailors strategies to each client's unique goals, timeline, and comfort with risk. The firm operates independently while partnering with Commonwealth Financial Network for administrative and brokerage services, maintaining client assets with qualified custodians such as National Financial Services and Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
All asset management fees are negotiable and may be waived at WealthSpring Partners' sole discretion. The firm reserves the right to charge a minimum annual fee of $5,000.
