Overview

Headquarters
Cleveland, OH
Total Firm Assets
$5.1 billion
Average High-Net-Worth Client Portfolio Size
$41.8 million

Fee Disclosure

Source: WELLSPRING ADV BROCHURE (2026-06-23) · View brochure text

MinMaxDisclosed Annual Rate
$0 $3,000,000 0.75%
$3,000,001 $5,000,000 0.50%
$5,000,001 $10,000,000 0.35%
$10,000,001 $20,000,000 0.25%
$20,000,001 and above 0.15%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $7,500 0.75%
$5 million $32,500 0.65%
$10 million $50,000 0.50%
$50 million $120,000 0.24%
$100 million $195,000 0.20%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
97.52%
Number of High-Net-Worth Clients
118
Total Client Accounts
2,051
Discretionary Accounts
951
Non-Discretionary Accounts
1,100

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
143112

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

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