Wealthspire Advisors

Wealth Management Firm in Dane County, WI

Firm Info
Address: 10 Terrace Ct #103, Madison, WI 53718, USA
Phone: (888) 303-2357

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)

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Wealthspire Advisors Overview

Wealthspire Advisors is a fee-only Registered Investment Advisory firm that has been providing investment advice to clients since 1995. With headquarters located in New York, NY, the firm specializes in providing financial planning and portfolio management services for individuals and small businesses. Wealthspire Advisors takes pride in its ability to provide pension consulting services for clients who want to properly secure their financial future. As an investment advice only firm, Wealthspire Advisors is dedicated to offering impartial advice that aligns with the best interest of its clients. The firm’s fee-only structure reinforces this commitment, reassuring clients that it doesn't receive commission-based compensation and only charges for its services. In addition to its core services, Wealthspire Advisors also offers selection of other advisors, allowing its clients to expand their investment options and get advice from the best in the field. With a track record of sustained excellence spanning over two decades, Wealthspire Advisors has built a reputation as a trustworthy partner dedicated to its clients' success.

WEALTHSPIRE ADVISORS is a financial advisory firm that caters to a diverse clientele in need of various financial solutions. The firm serves individuals who are in need of guidance in investment and wealth management. They also cater to high-net-worth individuals looking for personalized and high-quality financial planning services that are tailored to their unique needs. Additionally, WEALTHSPIRE ADVISORS serves pension or profit-sharing plans and charitable organizations, helping them to manage investments. The firm also provides services to other corporation types as well, depending on their unique needs. When it comes to fee structures, WEALTHSPIRE ADVISORS provides a range of options depending on the types of services provided. Clients can expect to be charged a percentage of their assets under management (AUM) for portfolio management and investment advising services. For those clients who require more structured planning and financial advisory services, fixed fees are charged, which can vary depending on the complexity and scope of the work being done. It's worth noting that the firm's fee structures are transparent and flexible, providing a range of options to suit different client needs.

Typical Clients, Fee Structures & Investment Minimum

According to their Part 2 Brochure, Wealthspire Advisors does not have a specific investment minimum for their various programs. However, they do have recommended account sizes, which can be found in Item 4 of the brochure. Therefore, clients are not required to meet a certain threshold to start investing with Wealthspire Advisors.

How This Office Can Help Dane County, WI Residents

Wealthspire Advisors offers comprehensive wealth management services to clients in Dane County, WI, tailored to their unique financial needs and objectives. The firm's financial advisors work closely with clients to create personalized investment strategies that align with their individual goals, risk tolerance, and time horizon. Wealthspire Advisors provides a range of services, including investment management, retirement planning, estate planning, and tax planning, among others. Dane County, WI residents face a range of financial challenges, from saving for retirement to planning for college costs, managing debt, and navigating complex tax laws. Wealthspire Advisors can help clients address these and other issues by providing expert financial guidance, leveraging the firm's deep knowledge and experience in the industry. Whether it's building an investment portfolio, crafting a comprehensive financial plan, or navigating life changes like marriage or divorce, Wealthspire Advisors is committed to helping clients achieve their financial objectives and secure their financial future.

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.

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

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 10 Terrace Ct #103, Madison, WI 53718, USA
Phone (888) 303-2357
Directions
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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.