Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for the Allspring Funds are based on a percentage of the fund's average daily net assets. For managed accounts, fees are negotiated with the program sponsor and generally range from 0.07% to 0.75% of the client's assets. Dual contract accounts have an upper fee range of 0.75%. Managed account clients also pay underlying investment fees and other account-related costs. Minimum account sizes range from $50,000 to $500,000 depending on the strategy and platform.
Areas of Practice
Advisor Information
Office location
Westerville, OH
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chad is a silent/inactive minority investor in BCCM Consortium Coffee, a retail coffee store, since 2014. This activity is not investment-related and requires minimal time.