Wealthspire Advisors

Financial Institution in Fulton, MD

Firm Info
Address: 8170 Maple Lawn Blvd Suite 100, Fulton, MD 20759, USA
Phone: (410) 988-9494

Firm Size
Assets Under Management: $14.3 billion
# of Advisors: 102
# of Clients: 4,586
Client to Advisor Ratio: 45:1
Average Account Size: $3.1 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Wealthspire Advisors Overview

Wealthspire Advisors is a fee-only Registered Investment Advisory firm based in New York City that has been providing investment advice since 1995. They specialize in providing investment advice only, offering a range of services that include financial planning, portfolio management for individuals and small businesses, and pension consulting services. With their focus on providing investment advice only, they are able to keep their clients' best interests at heart and avoid any conflicts of interest that may arise when dealing with commission-based services. Wealthspire Advisors' headquarters in New York City gives them access to some of the top investment experts in the world, allowing them to provide their clients with superior investment advice. Their fee-only approach means that their clients are not charged any commissions or other fees, which helps them to keep their expenses low and maximize their returns. The firm is committed to providing personalized investment advice to their clients, tailored to their unique needs and financial goals. One of the standout services offered by Wealthspire Advisors is their pension consulting services. They help their clients navigate the complex world of pension planning, ensuring that they are making the most of their retirement benefits and minimizing their tax liabilities. They also offer portfolio management services for individuals and small businesses, providing expert guidance on investment strategy and allocation. For clients who require additional investment advice, Wealthspire Advisors can assist in selecting other advisors who specialize in areas that may be beyond their expertise. This ensures that their clients are receiving the best possible advice across all aspects of their portfolio management. Overall, Wealthspire Advisors is a leading investment advisory firm that has been providing expert investment advice for over 25 years, helping their clients achieve their financial goals and build wealth for the future.

WEALTHSPIRE ADVISORS is a financial advisory firm that caters to a diverse range of clients. From individuals seeking to grow their wealth to high net worth individuals looking for strategic investment management, the firm caters to a wide variety of clientele. Pension or profit sharing plans, along with charitable organizations and other types of corporations, are also served by WEALTHSPIRE ADVISORS. This diverse and inclusive roster of clients is testament to the firm's commitment to providing personalized and comprehensive services to all segments of society, regardless of their financial status. WEALTHSPIRE ADVISORS offers flexible and customizable fee structures depending on the nature and extent of services required by its clients. The firm operates on two broad fee structures: percentage of assets under management (AUM) and fixed fees. The percentage of AUM fees are based on the size of the portfolio under management, whereas the fixed fees are pre-determined and agreed upon between the client and the firm. This fee structure ensures that the clients receive the best value for their money and that the firm is incentivized to work towards achieving the clients' financial goals. WEALTHSPIRE ADVISORS' commitment to transparency and flexibility in their fee structures is a testament to their client-centric approach and commitment to building long-term relationships.

Typical Clients, Fee Structures & Investment Minimum

According to Wealthspire Advisors' Part 2 Brochure, the firm does not require a specific investment minimum for its various programs. However, the brochure does mention that recommended account sizes for the firm's programs can be found in Item 4 of the brochure. Therefore, it appears that while Wealthspire Advisors does not have a strict investment minimum, they may have recommendations based on the specific program a client is interested in.

How This Office Can Help Fulton, MD Residents

As a trusted financial advisory firm, Wealthspire Advisors offers personalized financial planning and investment management solutions to clients in Fulton, MD. They understand that each client's financial situation is unique and develop customized strategies to help them achieve their unique financial goals. Whether you're saving for your children's education, planning for retirement, or looking to invest your money wisely, Wealthspire Advisors can help you navigate through the complex financial landscape and make informed decisions. For many clients in Fulton, MD, one of the primary financial challenges is managing debt and saving for the future. Wealthspire Advisors works closely with clients to assess their financial situation and create a debt management plan that helps them pay off debt faster while also saving for important goals like retirement or a down payment on a house. Additionally, many clients in the area are business owners or high-income earners, and Wealthspire Advisors can help them manage their wealth efficiently, minimize their tax liability, and build a portfolio that provides for long-term financial security.

To view the Minimum Investment and Fee Schedule for Wealthspire Advisors, visit their Part 2 Brochure.

Services Offered by Wealthspire Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wealthspire Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 8170 Maple Lawn Blvd Suite 100, Fulton, MD 20759, USA
Phone (410) 988-9494
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Other Office Locations

Firm Headquarters
Firm headquarters location 521 FIFTH AVENUE 15TH FLOOR, NEW YORK, NY 10175, United States

This firm has no other locations.

State Registrations

Wealthspire Advisors is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Wealthspire Advisors does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023