Wealthspire Advisors

Retirement Planning Firm in Westport, CT

Firm Info
Address: 274 Riverside Ave Suite 101, Westport, CT 06880, 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)

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Wealthspire Advisors Overview

Wealthspire Advisors is a fee-only Registered Investment Advisory Firm headquartered in New York, NY. Since its founding in 1995, the firm has provided investment advice exclusively to its clients. The firm's fee structure is transparent and straightforward, as they charge fees only for the services they provide and do not receive commissions on sales. Wealthspire Advisors offers a range of financial planning services for individuals and small businesses, including portfolio management services. They provide expert guidance on the selection of investments that align with their clients' goals, risk tolerances, and ethical considerations. The firm also specializes in pension consulting services such as plan design, administration, and investment management. One of the unique services provided by Wealthspire Advisors is the selection of other advisors on behalf of their clients. Using their extensive knowledge and experience in the industry, Wealthspire Advisors identifies and recommends a network of advisors who can provide additional expertise where necessary. This ensures a comprehensive approach to meeting clients' financial needs while working with trusted professionals. Overall, Wealthspire Advisors provides personalized and comprehensive investment advice to help clients achieve their long-term financial objectives.

WEALTHSPIRE ADVISORS is a boutique financial advisory firm that caters to a diverse range of clients. The firm's client base includes individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. Regardless of the client type, WEALTHSPIRE ADVISORS prides itself on offering tailored solutions that meet the unique needs and objectives of each client. When it comes to fee structures, WEALTHSPIRE ADVISORS offers flexibility and transparency. Depending on the service provided, clients can choose to pay a percentage of assets under management (AUM) or fixed fees. This allows clients to select the payment method that best aligns with their financial preferences. Whether opting for percentage-based fees or fixed fees, WEALTHSPIRE ADVISORS ensures that clients can clearly understand and track their investment costs. By offering a range of fee structures, WEALTHSPIRE ADVISORS enables clients to select a payment plan that suits their goals and objectives.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Wealthspire Advisors does not mention a specific investment minimum. However, the firm does have recommended account sizes for its various programs, which can be found in Item 4 of the brochure. This means that while clients are not required to meet a certain investment minimum, Wealthspire Advisors may suggest certain account sizes for optimal results based on their program offerings.

How This Office Can Help Westport, CT Residents

Wealthspire Advisors is dedicated to helping its clients in Westport, CT achieve their financial goals. As a leading provider of wealth management solutions, the company offers a range of services that are tailored to the specific financial situations of each client. Wealthspire Advisors understand that people living in Westport might face different financial challenges, including high living costs, estate planning, tax planning, business succession planning, and asset protection. To help clients achieve their financial objectives, Wealthspire Advisors offers comprehensive financial planning that includes retirement planning, investment management, risk management, and estate planning. The company's experienced financial advisors work closely with clients to understand their unique needs, goals, and priorities, developing customized financial plans that take into account all aspects of their financial lives. With a client-centric approach to financial planning, Wealthspire Advisors is committed to delivering the best possible outcomes for clients in Westport, CT.

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.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

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 274 Riverside Ave Suite 101, Westport, CT 06880, USA
Phone (212) 973-1200
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 521 FIFTH AVENUE, 15TH FLOOR, NEW YORK, NY 10175, United States

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.