Wealthspire Advisors
Assets Under Management
$25.8B
Number of Clients
8,760
Number of Advisors
186
Average Client AUM
$2.9M
AUM per Advisor
$138.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealthspire Advisors provides wealth management, investment advisory, and financial consulting. Services include investment advisory, financial planning, comprehensive reporting, and tax reporting. They tailor services to individual client needs, considering investment objectives, risk tolerance, and time horizon. They may recommend Separate Account Managers and offer family office services.
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
Location
521 Fifth Avenue, 15th Floor, New York, NY, 10175
