Gm Advisory Group, LLC
**Background and Expertise:** GM Advisory Group, LLC, operating as Wealthspire Advisors, is a registered investment adviser established in 2004 and converted to an LLC in 2023. It succeeded GM Advisory Group, Inc. and became a subsidiary of Wealthspire Advisors LLC after being acquired by NFP, an Aon company. The firm offers discretionary and non-discretionary investment management services, primarily through a wrap fee program, and also provides financial planning and consulting services. Wealthspire specializes in strategic asset allocation to meet clients' investment objectives. **Consumer-Facing Terms:** - **Minimum Initial Investment:** Not specified. - **Fee Structure:** Clients in the Program pay a single specified annual fee based on assets under management, with varying percentages depending on the asset level. - **Fiduciary Status:** Wealthspire acts as a fiduciary, putting clients' interests first. - **Investment
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