Greenspring Wealth Management Services

Schedule of Fees

Wealth Management and Institutional Investment Consulting Fee Schedule

Our minimum quarterly fee for Wealth Management and Institutional Investment Consulting is $1,250 (billed quarterly, in advance), unless lowered or waived at Greenspring’s discretion. Our fee is billed as a percentage of assets under management (AUM) and is based on our fee schedule listed below.

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%

 

 

Retirement Plan Consulting Fees

For services provided to qualified retirement plans, we generally charge a fixed dollar retainer fee (with a negotiated annual percentage increase) based on the scope of services we provide and the needs of each client.  The fee is customized for each engagement and is typically subject to a minimum quarterly fee of $5,000*, unless lowered or waived at Greenspring’s discretion. In some cases, the fee may be billed as a percentage of assets and is based on a negotiated fee schedule. Our fees can be paid out of plan assets or by the plan sponsor.

We also offer many of the services provided to our retainer clients on an individual basis as a one-time or limited scope project. In these cases we charge a negotiated fixed fee based on the scope of work.

*Fees are billed quarterly, in advance

Contact Us

Thanks for getting in touch. How can we help you?

Your Name (required)

Subject

Your Message

Your Email (required)

Maryland Office
501 Fairmount Avenue
Suite 102
Towson, MD 21286
Tel: 443-564-4600
Fax: 866-591-9306
+ Map/Directions


captcha
Please enter the code above

Email Registration

Greenspring is constantly exploring and generating new ideas, thoughts and perspectives. Register your email so we can keep you up to date on helpful webinars, articles and informative workshops.

Your Name (required)

Your Email (required)

captcha
Please enter the code above