Town Reviews Ongoing Fiducient Wealthspire Advisory Services
- Disclosed value
- Estimated annual portfolio cost of 0.41%; asset-based fee of 0.03% on all assets; Fiducient flat fee of 0.10%; all-in price of 54 basis points
- From minutes
- Document date
- Aug 20, 2026
The 30-second brief
The Town reviewed its ongoing investment advisory services with Fiducient Advisors - Wealthspire. The advisor reported an estimated annual portfolio cost of 0.41%, including an all-in fee of 54 basis points, with no changes to services following the Wealthspire name change.
Fiducient Advisors - Wealthspire holds this financial services contract with Orange Police Department. Its other public contracts on record include work for Town of Orange.
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Contract details
- Contract type
- Financial Services
- Amount
- Estimated annual portfolio cost of 0.41%; asset-based fee of 0.03% on all assets; Fiducient flat fee of 0.10%; all-in price of 54 basis points
- Document date
- August 20, 2026
- Vendor
- Fiducient Advisors - Wealthspire
- Agency
- Orange Police Department
- Source document
- Town of Orange Minutes Special Pension Board Joint Meeting with the Board of Finance 2026-08-20 (Minutes)
Fiducient Advisors - Wealthspire's other public contracts
More Orange Police Department contracts
Questions about this contract
Who was awarded the financial services contract by Orange Police Department?
Fiducient Advisors - Wealthspire was awarded this financial services contract by Orange Police Department, as recorded on August 20, 2026. The contract value is Estimated annual portfolio cost of 0.41%; asset-based fee of 0.03% on all assets; Fiducient flat fee of 0.10%; all-in price of 54 basis points.
How much is the Fiducient Advisors - Wealthspire contract with Orange Police Department worth?
The Fiducient Advisors - Wealthspire contract with Orange Police Department is valued at Estimated annual portfolio cost of 0.41%; asset-based fee of 0.03% on all assets; Fiducient flat fee of 0.10%; all-in price of 54 basis points, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in Town of Orange Minutes Special Pension Board Joint Meeting with the Board of Finance 2026-08-20 (Minutes), dated August 20, 2026 from Orange Police Department. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What is Orange Police Department currently buying?
Explore Orange Police Department's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.