Wealthspire Advisors

Wealth Management Firm in New York, NY

Firm Info
Address: 521 5th Ave 15th Floor, New York, NY 10175, USA
Phone: (212) 973-1200

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

* required fields

Wealthspire Advisors Overview

Established in 1995, Wealthspire Advisors is a registered investment advisory firm based in New York, NY. As a fee-only firm, the company prides itself on offering unbiased investment advice and financial planning services to individuals and small businesses. In addition to portfolio management services, Wealthspire Advisors offers pension consulting services, which help clients navigate the complex world of retirement plans and employee benefits. Wealthspire Advisors takes a comprehensive approach to financial planning, working closely with clients to develop customized investment strategies that align with their goals and risk tolerance. The firm's team of experienced advisors use a combination of quantitative analysis and qualitative judgment to make informed decisions that seek to maximize returns while minimizing risk. Through its selection of other advisors, Wealthspire Advisors provides clients with access to a broad range of investment options and expertise. This allows clients to take advantage of specialized investment strategies and asset classes without the need for multiple advisors or custodians. Overall, Wealthspire Advisors is a trusted partner to those seeking customized financial planning and investment advice from an experienced and independent team. Their focus on fee-only arrangements ensures that clients can trust that their interests will always be paramount, and their years of experience in the industry have given them the expertise to navigate complex financial markets with confidence.

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 New York, NY Residents

Wealthspire Advisors is a leading financial advisory firm based in New York, NY, offering a wide range of services to help clients navigate their unique financial situations. With an experienced team of financial professionals, the firm provides personalized solutions designed to help clients achieve their financial goals and secure their financial future. Being one of the most expensive cities in the world, New York, NY, presents several financial challenges for its residents. Wealthspire Advisors assists clients in managing their expenses, investments, and savings in a way that accommodates the high cost of living while ensuring they maintain their financial stability. Additionally, the firm can help clients prepare for life events such as retirement, college education, or estate planning, ensuring they are adequately prepared for the future. Wealthspire Advisors also provides comprehensive advice for business owners, helping them navigate the complex tax and legal landscape of New York, NY, and optimize their business strategies for optimal growth and success.

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 521 5th Ave 15th Floor, New York, NY 10175, USA
Phone (212) 973-1200
Google My Business Reviews:
5 Stars

Other Office Locations

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.