Wealthspire Retirement provides consulting, investment advice, and asset management services to individuals, retirement plan sponsors, and businesses. Services include retirement plan consulting, investment education, asset allocation, and plan design guidance. Wealthspire may recommend products and services from its affiliates, creating a potential conflict of interest.
Assets Under Management$120B
Clients6,585
Advisors139
Avg. per Client$18M
Avg. per Advisor$850M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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.
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Location
139 Advisors at this firm
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