CB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
139 advisors
Number of Clients
6,585 clients
Average Client Portfolio
$17.9M average
Assets Under Management
$118.0B
Fee Structure
Hourly Rate:Up to $550/hr
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
Investment ManagementRetirement Planning
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Advisor Information
Office location
Fortson, GA
Get directionsRegulatory History (2)
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Civil Bond
March 2005Criminal
January 2005Final Disposition
Employment History
Current Registrations
Wealthspire Retirement Advisory
January 2021 - Present · 5 yrs
Previous Registrations
Bok Financial Securities, INC. Broker
April 2019 - January 2021 · 1 yr 9 mos
Bok Financial Asset Management, INC.
March 2019 - January 2021 · 1 yr 10 mos
Kestra Advisory Services, LLC
April 2016 - April 2019 · 3 yrs
NFP Advisor Services, LLC
February 2015 - September 2016 · 1 yr 7 mos
Kestra Investment Services, LLCBroker
January 2015 - April 2019 · 4 yrs 3 mos
Gwfs Equities, INC.Broker
November 2013 - January 2015 · 1 yr 2 mos
Van Gilder Retirement Solutions, LLC
March 2011 - August 2013 · 2 yrs 5 mos
Financial Telesis INCBroker
May 2010 - December 2010 · 7 mos
State Registrations2 states
COGA
Advisor
Exams
No exam information available for this advisor.