Overview

Headquarters
West Harrison, NY
Total Firm Assets
$515 million
Average High-Net-Worth Client Portfolio Size
$0.8 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: ADV PART 2A- WEALTHSPRING CAPITAL LLC (2026-08-18) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 0.70%
$500,001 $5,000,000 0.60%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $6,500 0.65%
$5 million $30,500 0.61%
$10 million $55,500 0.56%
$50 million $255,500 0.51%
$100 million $505,500 0.51%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
17.54%
Number of High-Net-Worth Clients
110
Total Client Accounts
134
Discretionary Accounts
134

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
301040
  • ADV PART 2A- WEALTHSPRING CAPITAL LLC (2026-08-18) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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