Springwater Wealth Management, LLC
Assets Under Management
$169.3M
Number of Clients
119
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$84.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Springwater Wealth Management offers financial planning, discretionary and non-discretionary investment management, and comprehensive wealth management advice to individuals, families, trusts, estates, and family businesses. They also provide advice to retirement plan sponsors and their participants, and investment consulting services to retirement plan sponsors and trustees. Services are billed separately.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fee Estimator
Springwater charges fees for financial planning, investment management, and wealth management. Financial planning fees range from $5,000 to $10,000 for an initial plan. Investment management and wealth management fees are based on a percentage of assets under management, with minimum annual fees of $4,000 (for portfolios below $500,000) and $9,000 (for portfolios below $1,000,000), respectively. New wealth management clients generally pay a one-time flat fee of $5,000 to $10,000 for their initial financial plan and investment strategy.
Areas of Practice
Location
5335 Meadows Road, Suite 240, Lake Oswego, OR, 97035
