AC
AC

Anthony Joseph Cruz

19 Years of Experience
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 ManagementAnnual Fee
Up to $2.0M1.20%
$2.0M - $5.0M0.87%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.50%
$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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Location

1 N Franklin St, Suite 3330, Chicago, IL, 60606

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History

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.

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Employment History
Current Registrations
Wealthspire Advisors
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Lenox Advisors, INC.
December 2016 - December 2018 · 2 yrs
MML Investors Services, LLC
May 2016 - September 2019 · 3 yrs 4 mos
MML Investors Services, LLCBroker
September 2015 - September 2019 · 4 yrs
William Blair & Company L.L.C.Broker
July 2007 - November 2014 · 7 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2006 - May 2007 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2003 - May 2007 · 3 yrs 9 mos
Goldman, Sachs & CO.Broker
May 2000 - April 2003 · 2 yrs 11 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.