AL
CFP
AL
CFP

Allaire Louise Langdon

4 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

90 Park Ave, Suite 1700, New York, NY, 10016

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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.

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Employment History
Current Registrations
Wealthspire Advisors
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wealthspire Advisors
August 2021 - July 2022 · 11 mos
State Registrations3 states
FLNYTX
Advisor
Exams
No exam information available for this advisor.