Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
186 advisors
Number of Clients
8,760 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$25.8B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.87% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Wealthspire Advisors reserves the right to negotiate each fee, including minimum fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Jay Anthony Czarapata
Location
330 E Kilbourn Ave, Suite 1219, Milwaukee, WI, 53202
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Wealthspire Advisors
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wealthspire Capital, LLCBroker
April 2016 - June 2020 · 4 yrs 2 mos
Wealthspire Advisors
June 2013 - December 2020 · 7 yrs 6 mos
Baker Tilly Capital, LLCBroker
May 2012 - March 2016 · 3 yrs 10 mos
Baker Tilly Investment Advisors
November 2011 - July 2013 · 1 yr 8 mos
Sva Wealth Management, INC.
April 2006 - November 2011 · 5 yrs 7 mos
Deloitte & Touche Investment Advisors LLC
June 2004 - March 2006 · 1 yr 9 mos
Vision Investment Services, INC.Broker
April 2002 - April 2003 · 1 yr
American Express Financial Advisors INC.Broker
July 1999 - April 2001 · 1 yr 9 mos
Ids Life Insurance CompanyBroker
July 1999 - April 2001 · 1 yr 9 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Contact
Jay Anthony Czarapata