Please select the appropriate link below for a copy of our disclosure document, confidential questionnaire for new clients, and risk tolerance assessment form. For your convenience, the documents will open in a new browser window.
- Form ADV 2A
Springwater’s ADV 2A disclosure brochure
- Fee Schedule for New Clients
Our fee schedule for new Springwater clients
- Client Questionnaire
Our standard information and data-gathering resource, in a fillable PDF format
- Risk Tolerance Assessment
Our risk tolerance assessment form