Wealthspire Advisors
Assets Under Management
$3.7B
Number of Clients
743
Number of Advisors
23
Average Client AUM
$5.0M
AUM per Advisor
$160.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealthspire Advisors offers discretionary investment management services primarily through a wrap fee program. They also provide non-discretionary investment advisory services and financial planning/consulting on a stand-alone basis. Portfolios are tailored to client goals and may include equities, bonds, ETFs, and mutual funds. Clients can place reasonable restrictions on investments.
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
Location
400 Broadhollow Road, Suite 301, Melville, NY, 11747