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Justin Goldstein

Wealthspire Advisors
16 Years of Experience
Madison, WI
1 Disclosure
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Justin Goldstein is a registered investment advisor at Wealthspire Advisors, based in Madison, WI, with 16 years of industry experience. Justin 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.

Wealthspire Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
9,973 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$34.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10 Terrace Court, Suite 103, Madison, WI, 53718

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History

Regulatory History (1)
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Criminal
October 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wealthspire Advisors
June 2026 - Present · 4 mos
Wealthspire Retirement Advisory
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Wealthspire Capital, LLCBroker
May 2017 - December 2019 · 2 yrs 7 mos
Baker Tilly Capital, LLCBroker
July 2013 - August 2016 · 3 yrs 1 mo
Wealthspire Advisors
June 2013 - January 2020 · 6 yrs 7 mos
Baker Tilly Capital, LLCBroker
September 2012 - June 2013 · 9 mos
Baker Tilly Investment Advisors
August 2012 - July 2013 · 11 mos
Waddell & Reed, INC.
August 2010 - August 2012 · 2 yrs
Waddell & Reed, INC.Broker
June 2010 - August 2012 · 2 yrs 2 mos
State Registrations2 states
NMWI
Advisor

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
No exam information available for this advisor.
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