AB
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
10 Terrace Court, Suite 103, Madison, WI, 53718
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
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Baker Tilly Wealth Management, LLC
July 2020 - September 2021 · 1 yr 2 mos
Baker Tilly Capital, LLCBroker
January 2020 - September 2021 · 1 yr 8 mos
Wealthspire Capital, LLCBroker
September 2015 - January 2020 · 4 yrs 4 mos
Wealthspire Advisors
June 2013 - January 2020 · 6 yrs 7 mos
Baker Tilly Investment Advisors
September 2007 - May 2013 · 5 yrs 8 mos
Baker Tilly Capital, LLCBroker
November 2006 - August 2014 · 7 yrs 9 mos
United Planners' Financial Services of America a Limited Partner Broker
October 2003 - November 2006 · 3 yrs 1 mo
CUNA Brokerage Services, INC.Broker
November 2002 - September 2003 · 10 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.