AP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
186 advisors
Number of Clients
8,760 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$25.8B
Fee Structure
Fees are charged for investment advisory services, but the specific rates are not provided in a structured table. Wealthspire also offers financial planning services. Certain employees may serve as trustees for clients' trusts, subject to a separate fee. They may recommend clients roll over retirement plan assets into an IRA, which would then be subject to their advisory fee.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingInsurance Planning
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Advisor Information
Office location
521 Fifth Avenue, 15th Floor, New York, NY, 10175
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wealthspire Advisors
January 2021 - Present · 5 yrs
Previous Registrations
Wealthspire Advisors
September 2015 - December 2020 · 5 yrs 3 mos
Highline Wealth Management, LLC
September 2013 - September 2015 · 2 yrs
Hillview Capital Advisors, LLC
March 2010 - February 2012 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - December 2009 · 2 mos
Banc of America Investment Services, INC.
November 2008 - October 2009 · 11 mos
Lazard Asset Management LLC
June 2003 - May 2004 · 11 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.