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Fees & Minimums
Greenspring Wealth Management has not established any minimum criteria for client net worth or income. However, we have established minimum fees for our services. Currently we provide four types of services: Financial Planning, comprehensive Wealth Management Services, and Independent Fiduciary Services. Wealth Management Services are billed according to our Private Client fee schedule. Discretionary investment advisory services for companies, non-profits and foundations are billed according to our Institutional Services fee schedule.
Financial Planning
Our minimum fee for comprehensive Financial Planning is $2,000. Planning fees typically range from $2,000 to $10,000 and depend on the level of time, effort, and expertise needed to complete the plan. These fees do not include ongoing Private Money Management or comprehensive Wealth Management Services. Please click here to learn about the services we provide clients who hire us for a financial planning engagement.
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Wealth Management Services
Our minimum quarterly fee for comprehensive Wealth Management Services is $1,250 (billed quarterly, in advance). Our fee is billed as a percentage of assets under management (AUM) and is based on our fee schedule listed below. Please click here to learn about the services we provide clients who hire us to provide ongoing comprehensive Wealth Management Services.
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Independent Fiduciary Services
For services provided to retirement plans, we generally charge a flat, fixed fee based on the scope of services we provide. The fee is customized for each engagement and is subject to a minimum quarterly fee of $2,500 (billed quarterly, in advance). In some cases, the fee may be billed as a percentage of assets and is based on our fee schedule listed below. Please click here to learn about the services we provide clients who hire us to help provide Independent Fiduciary Services.
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Private Client Fee Schedule (Wealth Management Services)
Asset Level |
Annual Fee |
First $300,000 |
1.25% |
$300,001 - $1,000,000 |
1.00% |
$1,000,001 - $3,000,000 |
0.75% |
Over $3,000,000 |
0.50% |
*Fees are billed quarterly, in advance
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Institutional Services Fee Schedule (Discretionary Investment Advisory Services)
Asset Level |
Annual Fee |
First $2,000,000 |
0.50% |
$2,000,001 - $10,000,000 |
0.40% |
$10,000,001 - $25,000,000 |
0.30% |
Over $25,,000,000 |
0.20% |
*Fees are billed quarterly, in advance
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