| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.87% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Wealthspire Advisors reserves the right to negotiate each fee, including minimum fees.
29 South Main Street, Suite 300, West Hartford, CT, 06107
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Learn about disclosures →Amy is a director for the Connecticut Women's Council and Horizons at Ethel Walker School, and also involved with the Estate and Business Planning Council of Hartford. These roles involve strategic direction, fundraising, and serving as an ambassador, taking minimal time.