WealthSpring Partners provides financial planning and investment management services. They offer a range of investment options, including stocks, bonds, mutual funds, and alternative investments. Financial planning services cover topics like retirement, tax, education, and estate planning. WealthSpring may require clients to use their financial planning services. WealthSpring advisors are affiliated with Commonwealth Financial Network.
Assets Under Management$370M
Clients409
Advisors4
Avg. per Client$910K
Avg. per Advisor$93M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. WealthSpring reserves the right to charge a minimum fee of $5,000 annually for the Pathway program.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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