BL
CFP
BL
CFP

Bart Joseph Lanman

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
186 advisors
Number of Clients
8,760 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$25.8B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.20%
$2.0M - $5.0M0.87%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.50%
$25M+0.40%

Wealthspire Advisors reserves the right to negotiate each fee, including minimum fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

12435 Park Potomac Avenue, Suite 500, Potomac, MD, 20854

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Wealthspire Advisors
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wealthspire Advisors
February 2017 - December 2020 · 3 yrs 10 mos
Tricapital Advisors INC
January 2001 - February 2017 · 16 yrs 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Bart Joseph Lanman - Financial Advisor | TrueAdvisor