Joseph Wiggins is a CFP-designated registered investment advisor at Wealthspire Advisors, based in Midlothian, VA, with 32 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 8,760 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspire Advisors offers investment management services for a fee based on a percentage of your portfolio. The exact percentage depends on the size of your portfolio and the complexity of your financial situation. Fees are negotiable.
Wealthspire Advisors Wealth Management fee schedule:
- First $2,000,000: 1.20% per year
- $2,000,000 to $5,000,000: 0.87% on this tier
- $5,000,000 to $10,000,000: 0.75% on this tier
- $10,000,000 to $25,000,000: 0.50% on this tier
- $25,000,000 and above: 0.40% on this tier
Wealthspire Advisors Institutional fee schedule (recommended for institutions with assets over $5,000,000):
- First $5,000,000: 0.75% per year
- $5,000,000 to $10,000,000: 0.50% on this tier
- $10,000,000 to $20,000,000: 0.35% on this tier
Wealthspire Advisors Institutional fee schedule (for accounts $20,000,000 and above):
- First $20,000,000: 0.45% per year
- $20,000,000 to $50,000,000: 0.30% on this tier
- $50,000,000 and above: 0.20% on this tier
Wealthspire Advisors Retirement Plan Management fee schedule:
- First $3,000,000: 0.50% per year
- $3,000,000 to $10,000,000: 0.30% on this tier
- $10,000,000 to $20,000,000: 0.25% on this tier
- $20,000,000 to $30,000,000: 0.20% on this tier
- $30,000,000 and above: 0.10% on this tier
Wealthspire's Prosperity Program Services fee schedule:
- Up to 1.25% on assets managed under Wealthspire’s Prosperity platform.
Location
1640 Huguenot Rd, Midlothian, VA, 23113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a shareholder and President of Actuarial Consulting Group, Inc. and ACG Advisory Services, Inc. since 1998, providing wealth management and consulting services. He also owns Clover Holdings, LLC, a real estate investment firm, dedicating minimal time to its financial management.
Employment History
Current Registrations
Wealthspire Advisors
Previous Registrations
Wealthspire Advisors
State Registrations1 state
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