Wellspring Investing offers portfolio management tailored to individual client goals and risk tolerance. They also provide pension consulting services, including investment objective guidance and manager recommendations. Financial planning covers areas like investment, insurance, tax, retirement, college, and debt/credit planning. Wellspring Investing primarily advises on mutual funds, equities, and ETFs.
Assets Under Management$5.7K
Clients1
Advisors1
Avg. per Client$5.7K
Avg. per Advisor$5.7K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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