Advisor at Wellspring Capital Group, Ltd.
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Firm
Wellspring Capital Group, Ltd.
Location
North Barrington, IL
Credentials
Series 63, Series 65
Industry experience
23 years
William Parsch is a financial advisor with Wellspring Capital Group, Ltd. in North Barrington, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Wellspring Capital Group since 2010, operating as a single-advisor independent practice. Wellspring Capital Group, Ltd. provides fee-based portfolio management to individuals, trusts, retirement plans, and business entities, managing approximately $6.9 million on a discretionary basis for a small client base. The firm’s investment approach emphasizes detailed fundamental analysis combined with technical and cyclical assessments, offering strategies that include long-term holdings, active trading, and alternative investments for qualified clients.
Maximum 2.00% annually, billed quarterly in advance on a pro-rata basis
North Barrington, IL
Illinois
Wellspring Capital Group, Ltd.
2010 - Present (16 years)
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