Wealthspire Advisors: Platform Profile

Overview

Wealthspire Advisors is an SEC-registered adviser providing wealth management, investment advice and financial consulting to individuals, families, institutions and organizations.

The current April 30, 2026 brochure is especially important because it reflects:

• 2025 mergers;
• merged affiliated RIAs;
• updated AUM;
• expanded fee disclosure;
• new legacy-wrap disclosure;
• private-fund affiliations.

Current legal identity:

• Investment adviser: Wealthspire Advisors LLC
• CRD: 106181
• SEC number: 801-49390

The current fee model is intentionally flexible rather than one standardized retail table.

For ordinary wealth-management relationships:

Wealthspire can use:

• percentage-of-AUM fees;
• minimum fees;
• fixed annual dollar fees;
• legacy/acquired schedules;
• program-specific pricing.

May fit better for

• clients seeking integrated planning and portfolio management;
• high-net-worth families;
• clients wanting access to separate-account managers;
• investors comfortable with negotiated pricing;
• families needing reporting across held-away and illiquid assets;
• eligible clients considering private funds;
• families seeking expanded family-office capabilities.

May fit less well for

• investors who want a single standardized percentage before speaking with an adviser;
• users seeking a low-cost automated-only robo;
• clients who assume separate-account manager fees are included;
• investors who need daily liquidity from all investments;
• clients who interpret a 1.20% reference as a universal hard cap.

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Wealthspire Advisors LLC is the current adviser

Current April 30, 2026 Part 2A:

• Investment adviser: Wealthspire Advisors LLC
• CRD: 106181
• Brochure date: 2026-04-30

The brochure describes integration of acquired and affiliated businesses.

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There is no firmwide account minimum

Current relationship disclosures state:

Wealthspire recommends different service offerings based on investable assets.

That is not the same as a universal account-opening threshold.

Program-specific minimums can still apply.

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New flat-percentage arrangements generally do not exceed 1.20%

Current April 2026 brochure:

• New client flat percentage general: generally not more than 1.20% annually

This is one pricing lane.

It is not a universal cap because:

• minimum-fee arrangements can produce an effective fee above 1.20%;
• Prosperity can charge up to 1.25%;
• acquired/legacy relationships can have different schedules;
• other negotiated structures exist.

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Minimum fees can push the effective rate above 1.20%

Current brochure states that if a minimum fee applies to an account whose ordinary AUM-based calculation would fall below the minimum, the effective percentage can exceed 1.20%.

Wealthspire maximum = 1.20%.

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Fixed annual arrangements generally have a $5,000 minimum

Current brochure:

• Fixed annual fee possible: Yes
• Fixed annual fee general minimum: $5,000

The actual fixed fee depends on:

• service level;
• scope;
• complexity;
• professional;
• engagement.

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Prosperity is a separate service lane

Current Prosperity pricing:

• Prosperity fee: up to 1.25%
• Prosperity minimum: $100,000
• Prosperity minimum waivable: Yes

This is not Wealthspire's firmwide minimum or universal fee.

Keep it program-specific.

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Separate-account managers can add 0.10%-0.85%

Current brochure:

• Separate Account Manager fee range: 0.10%-0.85%
• SAM fee additional to Wealthspire fee: Yes

Assets managed by a separate-account manager can remain included in the Wealthspire advisory-fee calculation while the separate manager deducts its own fee.

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Wealthspire generally does not charge performance-based fees

Current disclosure:

• Performance based fee by Wealthspire: No

The current brochure contains a narrow acquired-manager/private-fund performance-compensation disclosure involving historical or frozen relationships.

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Private funds can remain in the advisory fee base

Wealthspire can recommend privately offered investment funds.

Private-fund costs can be additional.

Liquidity can be limited.

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Current custody relationships include Schwab, Fidelity and Pershing

Current April 2026 brochure:

• Custodian:
• Charles Schwab & Co., Inc.
• Fidelity Brokerage Services
• Pershing Advisor Solutions

The custodian holds securities and processes trades.

Wealthspire manages or advises.

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Custodian economics create a conflict

Institutional custody relationships can provide:

• technology;
• trading access;
• service resources;
• institutional support.

Current disclosures also use aggregate asset thresholds in determining certain service economics.

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Family Office expanded in 2026

Wealthspire launched an enhanced Family Office platform in March 2026.

Services can combine:

• investment management;
• planning;
• tax planning;
• trust coordination;
• financial operations;
• multigenerational family support.

Assessment

Wealthspire's current fee story is not one table.

The most useful facts are:

• no firmwide relationship minimum;
• negotiated AUM/minimum/fixed-fee structures;
• new flat-rate arrangements generally no higher than 1.20%;
• minimum-fee arrangements can produce an effective rate above 1.20%;
• Prosperity can charge up to 1.25%;
• separate-account managers commonly add 0.10%-0.85%.

That makes the actual written agreement essential.