Wealthspire Advisors

Wealthspire Advisors, a fiduciary registered investment advisor, has been in operation since January 1996 and is a subsidiary of Wealthspire Advisors LLC, owned by NFP Corp. The firm offers financial planning, retirement plan advisory services, and investment management. Financial planning services cover wealth planning, financial goals, business considerations, tax and estate planning, and risk management. Investment management services are provided on a discretionary basis with a suggested minimum investment of $750,000. The firm's fee structure is negotiable, with financial planning fees ranging from $1,500 to $5,000 and investment management fees ranging from 0.40% to 1.00% per annum based on assets under management. Wealthspire is a fee-only advisor and does not accept commissions. The firm does not engage in performance-based fees or side-by-side management. Clients include individuals, high net worth individuals, corporate pension plans, and charitable institutions, with a suggested minimum account size of $750,000. Wealthspire's investment strategies focus on achieving clients' financial goals through a combination of traditional and non-traditional assets, active and passive manager styles, and risk management. Clients have investment discretion, and the firm does not vote proxies on their behalf. Wealthspire does not provide financial information due to its financial stability. The firm prioritizes client privacy and has policies in place to safeguard confidential information. In the event of a trade error, corrective actions are taken to restore the account. Wealthspire does not determine class action lawsuit eligibility for clients.