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Gm Advisory Group, LLC
SEC-regulated
Registered investment advisor
**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
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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