Assets Under Management
$3.7B
Number of Clients
743
Number of Advisors
23
Average Client AUM
$5.0M
AUM per Advisor
$160.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealthspire Advisors offers discretionary investment management services primarily through a wrap fee program. They also provide non-discretionary investment advisory services and financial planning/consulting on a stand-alone, flat-fee basis. Portfolios are tailored to client goals and may include equities, bonds, ETFs, and mutual funds. Clients can place written restrictions on investments.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
400 Broadhollow Road, Suite 301, Melville, NY, 11747