Crystal Cox is a CFP-designated registered investment advisor at Wealthspire Advisors, based in Madison, WI, with 14 years of industry experience. Crystal 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
Get directionsHistory
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
Wealthspire Advisors
Wealthspire Capital, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.
UBS Financial 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
More Advisors
- Jennifer Giemza, CFPWealthspire Advisors
- Stephanie Selbach, CFPWealthspire Advisors
- Justin GoldsteinWealthspire Advisors
- Eric Lanning, CFPWells Fargo Advisors
- Stephen Smith, ChFCHarbour Investments, INC.
- Leonard Hornung, ChFCPark Avenue Securities LLC