Greenspring Advisors, LLC
Assets Under Management
$3.8B
Number of Clients
1,218
Number of Advisors
38
Average Client AUM
$3.1M
AUM per Advisor
$99.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Greenspring Advisors provides private money management, comprehensive wealth management (including financial planning), financial consulting, retirement plan consulting, and institutional investment consulting. They tailor investment advice to client needs, considering objectives, risk tolerance, and liquidity. Financial planning covers personal, tax, investment, insurance, retirement, and estate matters.
Fee Structure
Wealth management fees are based on a percentage of assets under management, not to exceed 1.32% annually, with a $5,000 minimum annual fee. Financial planning fees range from $2,000 to $150,000 on a fixed fee basis or $150 to $750 per hour. Retirement plan consulting fees generally do not exceed 0.50% annually of assets under advisement or range from $20,000 to $100,000 annually, with a $10,000 minimum. Fees are negotiable and may be discounted for family members and associated persons.
Areas of Practice
Location
One West Pennsylvania Avenue, Suite 500, Towson, MD, 21204
