Wellspring Wealth Management offers investment advisory services through individually tailored portfolios, third-party programs, and LPL Financial platforms. They also provide financial planning services, including retainer and consulting options. Wellspring Wealth assists clients with retirement plan accounts, which may present a conflict of interest. The firm manages investments on either a discretionary or non-discretionary basis.
Fee Structure
Wellspring Wealth Management's investment advisory fees range from 0.25% to 1.50% annually, billed quarterly in advance. The exact fee depends on the complexity of services, the level of assets managed, and the overall relationship. Fees are negotiable and may be higher for accounts with multiple objectives, specific reporting requirements, or portfolio restrictions. Clients may incur additional charges from custodians, mutual funds, and investment managers. The firm also offers a wrap fee program through LPL Financial.