Wealthspire Advisors is a registered investment advisor offering comprehensive wealth management, investment advisory, and financial planning services to individuals, families, businesses, and foundations. Wealthspire Advisors helps clients build personalized portfolios using institutional-style asset allocation strategies, taking into account each client's goals, time horizon, and risk tolerance. In addition to ongoing investment management, Wealthspire Advisors offers financial planning covering retirement, estate planning, insurance, taxes, and education funding. The firm also provides specialized services such as family office support, bookkeeping, and bill pay. Wealthspire Advisors operates on a fee basis, typically charging a percentage of the assets under management or a fixed annual fee.
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.
