Kelley Wright
Kelley Wright is a registered investment advisor at Iq Trends Private Client Asset Management, based in San Juan Capistrano, CA, with 27 years of industry experience. Kelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85 clients with $59M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable above $10,000,000.
Fee Estimator
Location
27132 Paseo Espada, Suite B1222, San Juan Capistrano, CA, 92675
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 1996Customer Dispute
July 1994Criminal
July 1982Other Business Activities
Kelley is the managing editor of Investment Quality Trends, an investment newsletter providing research and analysis on dividend-paying stocks since 2002. The research and analysis conducted for the newsletter is the basis for the investment advice given to clients.
Employment History
Current Registrations
Iq Trends Private Client Asset Management
State Registrations3 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.