Why GWM?
Clients typically choose to work with our firm for four reasons:
Independence: Greenspring Wealth Management is an independent financial planning and private money management firm. Having no affiliation with a major brokerage house, we are free to survey all investment vehicles and select the best opportunities for our clients. Our team is accountable only to our clients and to their success.
Objectivity: As a fee-only firm, our compensation comes exclusively from fees paid directly to us by our clients. We sell no products, receive no commissions, and operate on our clients behalf with no bias or conflict of interest.
Accountability: As a Registered Investment Advisor, and Fiduciary, Greenspring Wealth Management has certain legal responsibilities that must be adhered to. Our responsibilities fall under much stricter standards than those required of a typical advisor or broker at a major Wall Street firm or insurance company. To learn more about what it means to be a Fiduciary, please click here.
Greater Value: It costs a lot of money to keep a major Wall Street brokerage firm competitive and their increased expenses are typically passed through to you, the client. In contrast, our annual fees tend to be a percentage point or more lower than brokerage firms and insurance companies. This is primarily due to our ability to utilize less expensive "institutional" investment vehicles rather than more expensive "retail" ones that brokers must use. Lower costs generally mean higher returns. To learn more about the true cost of financial advice, please click here.
|