Wealthspire Advisors
Assets Under Management
$25.8B
Number of Clients
8,760
Number of Advisors
186
Average Client AUM
$2.9M
AUM per Advisor
$138.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealthspire Advisors offers wealth management services including investment advisory, financial planning, and consulting. Services include portfolio evaluation, asset allocation, retirement planning, and tax reporting. They tailor services to individual client needs and objectives, and may recommend separate account managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.87% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $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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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location
521 Fifth Avenue, 15th Floor, New York, NY, 10175
186 Advisors at this firm
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