Springwater Wealth Management provides financial planning, investment management, and comprehensive wealth management services to individuals, families, trusts, estates, and family businesses. Springwater also advises retirement plan sponsors and participants. Financial planning covers strategies for managing financial resources to achieve long-term goals. Investment management includes custom asset allocation, portfolio monitoring, and rebalancing. Wealth management integrates financial planning and investment management with risk management, tax and estate planning advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $6.0M | 0.50% |
| $6M+ | 0.30% |
For portfolio value below $500,000 Springwater may charge a flat rate of $4,000 per year. Springwater may charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
