Wealthspire Continues As Town Pension Advisor

The Town of Orange continues its investment consulting engagement with Fiducient Advisors, now operating under the Wealthspire name, for oversight of the $34.6 million pension portfolio. The firm charges a combination of asset-based and flat fees totaling approximately 54 basis points annually, with no changes to services following the rebranding.

Scope & details

The full contract record, as filed.

Contract amount

Asset-based Fee: 0.03% on all assets; Fiducient's Flat Fee: 0.10%; Estimated Annual Cost: 0.41%; All-in Price: 54 basis points

Contract type

FINANCIAL_SERVICES

Renewal

The engagement appears to be an ongoing advisory relationship with asset-based and flat fee components; the name change to Wealthspire does not alter services or fee structure. No explicit renewal or end date is mentioned, suggesting continuous service subject to future board review.

Document type

Minutes

Source document

Town of Orange Special Pension Board Joint Meeting with the Board of Finance Minutes 2026-08-20

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Orange?

Fiducient Advisors - Wealthspire was awarded this financial services contract by Town of Orange, as recorded on August 20, 2026. The contract value is Asset-based Fee: 0.03% on all assets; Fiducient's Flat Fee: 0.10%; Estimated Annual Cost: 0.41%; All-in Price: 54 basis points.

How much is the Fiducient Advisors - Wealthspire contract with Town of Orange worth?

The Fiducient Advisors - Wealthspire contract with Town of Orange is valued at Asset-based Fee: 0.03% on all assets; Fiducient's Flat Fee: 0.10%; Estimated Annual Cost: 0.41%; All-in Price: 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 Special Pension Board Joint Meeting with the Board of Finance Minutes 2026-08-20 (Minutes), dated August 20, 2026 from Town of Orange. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fiducient Advisors - Wealthspire hold?

Fiducient Advisors - Wealthspire may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Town of Orange currently buying?

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