Seth Starr is a CFP-designated registered investment advisor at Wealthspire Advisors, based in New York, NY, with 31 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.
Fee Estimator
Location
521 Fifth Avenue, 15th Floor, New York, NY, 10175
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Seth is a CPA, focusing on taxes since 1995. This takes nearly full-time, including a significant portion during trading hours.
Employment History
Current Registrations
Wealthspire Advisors
Hightower Advisors, LLC
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Morgan Stanley & CO., IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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