Anthony Joseph Cruz

Wealthspire Advisors

19 Years of Experience

View SEC Summary

Firm Information

Wealthspire 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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingInsurance Planning

Advisor Information

Office location

1 N Franklin St, Suite 3330, Chicago, IL, 60606

Get directions

Regulatory 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.