AW
CFP
AW
CFP

Andrew S Weissman

14 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

521 Fifth Avenue, 15th Floor, New York, NY, 10175

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wealthspire Advisors
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wealthspire Capital, LLCBroker
November 2017 - June 2020 · 2 yrs 7 mos
Wealthspire Advisors
April 2017 - December 2020 · 3 yrs 8 mos
Cantor Fitzgerald Wealth Partners, LLC
October 2016 - April 2017 · 6 mos
Cfwp Securities, LLCBroker
August 2016 - April 2017 · 8 mos
Retirement Design & Management INC
May 2012 - September 2015 · 3 yrs 4 mos
Rdm Investment Services, INC.Broker
May 2012 - September 2015 · 3 yrs 4 mos
Morgan Stanley Smith Barney LLC
March 2010 - June 2012 · 2 yrs 3 mos
Morgan Stanley Smith BarneyBroker
February 2010 - June 2012 · 2 yrs 4 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Andrew S Weissman - Financial Advisor | TrueAdvisor