Greenspring Advisors, LLC

Greenspring Advisors, LLC is a SEC-registered investment adviser based in Maryland, established in 2004. The firm offers private money management services to individuals, trusts, estates, and organizations, managing accounts on a discretionary or non-discretionary basis. They tailor investment strategies based on client objectives, risk tolerance, and tax considerations, covering various securities and investment types. Additionally, Greenspring provides comprehensive wealth management services, including financial planning, retirement plan consulting services for pension and profit-sharing plans, and fiduciary services. For wealth management services, fees are charged as a percentage of assets under management, with a minimum annual fee of $5,000. Retirement plan consulting fees are based on a percentage of assets under advisement or an annual fee ranging from $20,000 to $200,000. Greenspring does not charge performance-based fees and does not engage in principal transactions. The firm does not vote proxies on behalf of clients and does not have custody of client accounts. Greenspring's investment strategies include long-term and short-term purchases, asset allocation, mutual fund and ETF analysis, and third-party money manager analysis. The firm's code of ethics ensures compliance with securities laws and prohibits the use of material non-public information. Greenspring does not have any reportable disciplinary events and maintains high ethical standards in business conduct.