Top financial advisors in West Harrison, NY
We’ve curated a list of the best financial advisors in West Harrison, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$545,688,791
Number of advisors
7 advisors
| $545,688,791 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in West Harrison, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Harrison. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Wealthspring Capital LLC
Wealthspring Capital LLC is a financial advisor firm established in February 2019 and located in West Harrison, NY. The firm specializes in offering ongoing investment advisory services primarily focused on investments in special purpose acquisition companies (SPACs) and structured notes. They also manage accounts invested in U.S. Treasury Bills or Cliffwater Corporate Lending Fund. Wealthspring Capital typically offers discretionary accounts, where they select securities and execute transactions without client permission beforehand. The firm charges an annual blended fee based on assets under management, with breakpoints ranging from 0.70% to 0.50%. Clients may impose reasonable restrictions on investments, and the firm may waive account minimums at its discretion. Wealthspring Capital is a fiduciary and provides insights into its investment strategies, including risks associated with SPACs, structured notes, and other investments. The firm reviews client accounts regularly and has a Code of Ethics in place to ensure fair treatment. Wealthspring Capital also discloses its brokerage practices, including the use of custodial brokers like Charles Schwab & Co., Inc. Clients have the right to report any potential securities law violations to regulatory authorities. The firm acknowledges its fiduciary duty to vote proxies in the best interest of clients and handles trade errors promptly. Wealthspring Capital does not require prepayment of fees exceeding $1,200 per client, six months in advance, and has no financial conditions likely to impair meeting contractual commitments.
$545,688,791 under management
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in West Harrison, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Harrison. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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