Thomas Wright
Thomas Wright is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Columbus, OH, with 42 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
1721 Bethel Rd, Columbus, OH, 43220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is a partner/agent at Lauterbach & Eilber, Inc. since 1987, selling and servicing life, health, disability, and long-term care insurance, dedicating full-time hours to this role. He is also a partner in 1721 Bethel Rd. LLC since 2005, which owns the real estate leased by Lauterbach and Eilber, Inc., and an advisory representative of a RIA since 2009, spending about 10-20% of his time on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Wright, Thomas E.
Mutual Service CorporationBroker
Lowry Financial Services CorporationBroker
Uslife Equity Sales CORP.Broker
Ids Marketing CorporationBroker
Ids Financial Services INC.Broker
State Registrations20 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.
Exams
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