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Wealthspan Partners, Llc
Davenport, Iowa
1.0
1 Review
Wealthspan Partners, LLC, based out of Davenport, IA, is a highly regarded investment advisory firm providing exceptional services to their clients. With a team of three dedicated professionals, Wealthspan Partners specializes in delivering comprehensive investment advice to individuals seeking to grow and preserve their wealth.
The firm's investment advisors possess extensive industry knowledge and expertise, resulting in an impressive average of approximately $509,730,000 in assets under management per advisor. This figure significantly surpasses the industry average, demonstrating their ability to handle substantial portfolios...see more
Assets Under Mgmt
$224.53M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Wealthspan Partners, Llc
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