Abby Bare is a registered investment advisor at Wealthspire Advisors, based in Madison, WI, with 23 years of industry experience. Abby 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
10 Terrace Court, Suite 103, Madison, WI, 53718
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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 →Employment History
Current Registrations
Wealthspire Advisors
Previous Registrations
Baker Tilly Wealth Management, LLC
Baker Tilly Capital, LLCBroker
Wealthspire Capital, LLCBroker
Wealthspire Advisors
Baker Tilly Investment Advisors
Baker Tilly Capital, LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
CUNA Brokerage Services, INC.Broker
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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