Wealthspire Advisors offers wealth management services including investment advice, financial planning, and consulting. They evaluate portfolios, assess financial goals, plan asset allocation, research and select separate account managers, implement investment programs, monitor portfolios, and provide performance measurement. They also offer financial planning covering insurance, estate, retirement, education, and charitable giving. Wealthspire tailors services to individual client needs and objectives.
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.
