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Springwood Financial Advisors

  •  Tel: 972-386-5444
  •  Mobile:
  •  Fax: 214-292-9377

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A Comprehensive Financial Plan

that focuses on the big picture

A Comprehensive Financial Plan

where all the pieces fit together

A Comprehensive Financial Plan

created specifically for you

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  3. How do you charge for services?

How do you charge for services?

Submitted by Springwood Financial Advisors on April 11th, 2017

We provide a variety of fee structures to meet our clients’ needs.  If we provide ongoing investment management services, our fee is based on a percentage of the assets that we manage. We can also bill our time on an hourly basis to handle specific questions or goals you may have. We often use hourly billing when the account size is less than our normal minimum of $750,000.

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4100 Spring Valley Road, Suite 657
Dallas, Texas
75244 United States

  •  Tel: 972-386-5444
  •  Mobile:
  •  Fax: 214-292-9377
  •  karen@springwood-financial.com

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