Joseph Wright
Joseph Wright is a CFP-designated registered investment advisor at Joseph Wright Investments, based in Tucson, AZ, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 51 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.00% |
| $25K - $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001. Performance fees are also offered to qualified clients: 1% management fee and 10% of net returns.
Fee Estimator
Location
7225 N. Oracle Road, #207, Tucson, AZ, 85704
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2008Employment Separation After Allegations
February 2001Employment Separation After Allegations
March 1998Other Business ActivitiesSells Insurance
Joseph sells non-variable insurance in Tucson, AZ since 2010, dedicating a minimal amount of time. He also owns Joe's Earlier Life Concierge, LLC, providing concierge services, which takes about a quarter of his time.
Employment History
Current Registrations
Joseph Wright Investments
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.