Spring Ocean Capital builds and manages investment portfolios for individuals and businesses. They primarily invest in US and Canadian stocks and bonds, using fundamental analysis and a quantitative asset allocation model. Spring Ocean Capital tailors its services to individual client needs, such as avoiding stocks in certain industries. They are a fee-only advisor and do not receive commissions.
Assets Under Management$2.9M
Clients6
Advisors1
Avg. per Client$490K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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