Springlake Financial Partners provides financial planning, consulting, and investment management services. Financial planning covers areas like business succession, cash flow, estate, insurance, retirement, tax, education, and investment planning. Wealth management includes financial planning and discretionary investment portfolio management, primarily using mutual funds, exchange-traded funds, individual securities, and independent investment managers. SFP tailors its services to individual client needs and objectives.
Assets Under Management$40M
Clients20
Advisors2
Avg. per Client$2M
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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