AP
CFP
AP
CFP

Amanda Marie Phillips-Desaverio

5 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

2000 South Colorado Blvd, Tower One, Ste 9000, Denver, CO, 80222

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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
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Corundum Group, INC.
August 2020 - July 2023 · 2 yrs 11 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Amanda Marie Phillips-desaverio - Financial Advisor | TrueAdvisor