Wealthspire Retirement Advisory offers personalized portfolio management, wealth management, and retirement plan consulting for individuals, families, and retirement plan sponsors. The firm crafts investment strategies using mutual funds, exchange-traded funds, and individual securities tailored to each client's specific goals and risk tolerance. In addition to individual wealth management, Wealthspire Retirement Advisory provides extensive consulting services for retirement plans, including investment due diligence, fiduciary reviews, and employee education. Wealthspire Retirement Advisory operates as a registered investment advisor and maintains relationships with third-party custodians such as Charles Schwab and Fidelity Investments to hold client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fees range from 0.25% to 1.60% based on the nature of the services, portfolio composition, and rebalancing frequency. Rates are negotiable.