Alissa Koebler-Purko is a registered investment advisor at Wealthspire Retirement Advisory, based in Madison, WI, with 7 years of industry experience. Alissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6,585 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspire Retirement's investment management fees are based on a percentage of the assets in your plan or a flat fee, depending on the services you need. The exact fee is negotiable and depends on factors like the scope of services, complexity, duration, and the size of your plan. Asset-based fees will not exceed 1.60% of plan assets.
Location
10 Terrace Court, Suite 103, Madison, WI, 53718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
Wealthspire Advisors
State Registrations1 state
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