How does WEALTHSPIRE ADVISORS help clients – Key Takeaways:
WEALTHSPIRE ADVISORS acts as a trusted financial expert for its clients, providing personalized and comprehensive wealth management services. The firm prides itself on helping clients achieve their financial goals and providing guidance for all aspects of their financial lives.
Facts and Insights:
WEALTHSPIRE ADVISORS was founded in 2012 and has been in business for nearly a decade. The firm has over $10 billion in assets under management and a team of over 100 experienced advisors. Its success is reflected in its strong client retention rate and numerous industry awards and accolades.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion+ | 100+ | Nearly a decade (founded in 2012) |
Financial Services Offered:
WEALTHSPIRE ADVISORS offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm takes a holistic approach to wealth management and tailors its services to meet the individual needs and goals of each client.
Client Types:
WEALTHSPIRE ADVISORS serves a diverse client base, including high-net-worth individuals, families, and institutions. The firm’s team of advisors has the expertise and resources to work with clients from all backgrounds and guide them towards financial success.
Fees & Compensation:
WEALTHSPIRE ADVISORS operates on a fee-only structure, meaning all compensation comes directly from client fees. This ensures that the firm is completely transparent and aligned with the best interests of its clients. Fees are based on a percentage of assets under management and may vary depending on the level of service and complexity of each client’s portfolio.
Background:
WEALTHSPIRE ADVISORS was founded by a team of experienced financial professionals who saw a need for a truly client-focused wealth management firm. The firm’s leadership and advisory team have decades of combined experience and are committed to providing exceptional service and guidance to clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, WEALTHSPIRE ADVISORS adheres to strict fiduciary standards, meaning the firm is legally obligated to always act in the best interests of its clients. The firm’s advisors also have a fiduciary duty to disclose any potential conflicts of interest, ensuring transparency and trust with clients.