Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Wealthspire Retirement's services are based on either the market value of plan assets or a flat fee, depending on the service. Asset-based fees will not exceed 1.60% of plan assets. Hourly fees may be charged, not exceeding $550 per hour. Portfolio management fees range from 0.25% - 1.60%. Investment and financial consulting fees will not exceed $550 per hour.
Areas of Practice
Advisor Information
Office location
1901 Roxborough Road, Suite 315, Charlotte, NC, 28211
Get directionsRegulatory History
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 →Other Business Activities
Brian owns CleanerWays, LLC, a product development and e-commerce business, since 2020. He spends minimal time on this non-investment related activity.