AI
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
12435 Park Potomac Avenue, Suite 500, Potomac, MD, 20854
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
May 2008 - December 2015 · 7 yrs 7 mos
Convergent Wealth Advisors, LLC
May 2007 - November 2007 · 6 mos
Lydian Wealth Management Company, LLC
May 2003 - May 2007 · 4 yrs
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.