CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
186 advisors
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
330 E Kilbourn Ave, Suite 1219, Milwaukee, WI, 53202
Get directionsContact
Jay Anthony CzarapataRegulatory 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 Capital, LLCBroker
April 2016 - June 2020 · 4 yrs 2 mos
Wealthspire Advisors
June 2013 - December 2020 · 7 yrs 6 mos
Baker Tilly Capital, LLCBroker
May 2012 - March 2016 · 3 yrs 10 mos
Baker Tilly Investment Advisors
November 2011 - July 2013 · 1 yr 8 mos
Sva Wealth Management, INC.
April 2006 - November 2011 · 5 yrs 7 mos
Deloitte & Touche Investment Advisors LLC
June 2004 - March 2006 · 1 yr 9 mos
Vision Investment Services, INC.Broker
April 2002 - April 2003 · 1 yr
American Express Financial Advisors INC. Broker
July 1999 - April 2001 · 1 yr 9 mos
Ids Life Insurance CompanyBroker
July 1999 - April 2001 · 1 yr 9 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.