Springwater Advisors, LLC
Assets Under Management
$78.5M
Number of Clients
16
Number of Advisors
2
Average Client AUM
$4.9M
AUM per Advisor
$39.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Springwater Advisors provides investment advice and portfolio management services, including asset allocation among cash, stocks, and bonds. They offer financial planning, portfolio consulting, and sub-managed portfolio programs. They may advise and invest client funds through other investment advisors and third-party portfolio managers.
Fee Structure
Springwater charges advisory fees based on a percentage of assets under management, fixed fees, or portfolio consulting fees. The advisory fees are calculated quarterly, in arrears, based on the average gross assets under management. Financial and estate planning and monitoring fees range from $1,000.00 to $20,000.00, either as a one-time fee or an annual assessment. Portfolio consulting fees are negotiated on a fixed fee basis, ranging from $20,000.00 to $80,000.00 annually. All fees are subject to negotiation.
Areas of Practice
Location
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX, 78401