NFP Retirement INC.
Assets Under Management
$118.0B
Number of Clients
6,585
Number of Advisors
139
Average Client AUM
$17.9M
AUM per Advisor
$849.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealthspire Retirement, owned by Madison Dearborn Partners, offers comprehensive retirement plan consulting, investment advice, and fiduciary due diligence services. They provide investment advice and management to individuals, qualified and non-qualified retirement plan sponsors, and business entities. Services include employee plan and investment education, asset allocation, and plan design guidance.
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
Location
120 Vantis, Suite 400, Aliso Viejo, CA, 92656