CONTRACTONGOING

Town Reviews Ongoing Fiducient Wealthspire Advisory Services

Orange Police Department logoOrange Police Department
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

What it covers

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.

Who holds it

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
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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