Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Wealthspire may charge a different wrap fee (higher or lower) or flat fee based upon certain criteria (i.e., complexity of the engagement, anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.).
Fee Estimator
The firm charges an annual wrap fee based on a percentage of assets under management. For financial planning and consulting services offered on a stand-alone basis, fees are primarily offered on a flat fee basis and determined on a case-by-case basis depending on the needs of the client. There is no minimum account size required.
Areas of Practice
Advisor Information
Office location
400 Broadhollow Road, Suite 301, Melville, NY, 11747
Get directionsRegulatory History
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