Wealth Management and Foundations & Endowments Fee Schedule
Our minimum quarterly fee for Wealth Management and Foundations & Endowments clients 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|
|$300,001 – $1,000,000||1.00%|
|$1,000,001 – $3,000,000||0.75%|
Corporate Retirement Plan Fees
For services provided to Corporate 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. In most cases, 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