Wealthspire Continues As Town Pension Advisor
Town of OrangeCity · Orange, CT- Disclosed value
- 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
- From minutes
- Document date
- Aug 20, 2026
The 30-second brief
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.
Fiducient Advisors - Wealthspire holds this financial services contract with Town of Orange. Its other public contracts on record include work for Orange Police Department.
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Contract details
- Contract type
- Financial Services
- 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
- Document date
- August 20, 2026
- Vendor
- Fiducient Advisors - Wealthspire
- Agency
- Town of Orange
- Source document
- Town of Orange Special Pension Board Joint Meeting with the Board of Finance Minutes 2026-08-20 (Minutes)
Fiducient Advisors - Wealthspire's other public contracts
More Town of Orange contracts
Questions about this contract
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.
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