Wealthspire Retirement, formerly known as SST Benefits Consulting & Insurance Services, offers consulting and investment advice to retirement plan sponsors and business entities. Services include investment performance reviews, investment policy development, fiduciary training, and health and welfare employee benefit consulting. Wealthspire Retirement specializes in governmental deferred compensation and defined contribution plans. They do not provide asset management services.
Assets Under Management$280M
Clients4
AdvisorsN/A
Avg. per Client$70M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
- Investment performance services: Fees range from $4,500 to $7,000 per plan on a fixed rate, or no more than $550 per hour. This service provides a performance analysis of the funds held in the plans.
- Investment policy assistance services: Fees range from $1,000 to $2,500 on a fixed rate, or no more than $550 per hour. This service assists in establishing, reviewing, and modifying investment policies and policy statements.
- Request for proposal services: Fees range from $24,000 to $75,000 on a fixed rate, or no more than $550 per hour. This service assists in marketing for plan providers of deferred compensation and defined contribution plans.
- Fiduciary training services: The fee is $250 per person, with a 10% discount for 3 or more attendees from the same client. An exclusive session specific to your situation costs $4,500 - $7,500.
- Health and welfare employee benefit consulting services: Fees range from $15,000 to $110,000 on a fixed rate, no more than $550 per hour, or 0.25% to 5% of the insurance policy premium.
One-Time Plan:$1,000 - $75,000
Hourly Rate:Up to $550/hr
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