Michael Wright
Michael Wright is a CFP-designated registered investment advisor at Materetsky Financial Group, based in Boynton Beach, FL, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 768 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Materetsky Financial Group offers investment management services on a wrap fee basis. The annual fee, which is negotiable, ranges from 0.45% to 1.40% of the value of your portfolio. The fee includes investment advice and, if you want it, financial planning and consulting. The exact fee depends on factors like the amount of assets managed, the complexity of your situation, and any personal or family relationships. Keep in mind that similar clients could pay different fees.
Location
2240 Woolbright Road, Suite 354, Boynton Beach, FL, 33426
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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
Michael works full-time at Materetsky Financial Group providing financial services. He is also an independent insurance agent.
Employment History
Current Registrations
Materetsky Financial Group
Private Client Services, LLCBroker
Previous Registrations
Tcw Funds Distributors LLCBroker
Hsbc Securities (USA) INC.Broker
Foreside Fund Services, LLCBroker
Morgan Stanley & CO., IncorporatedBroker
Ge Investment Distributors, INCBroker
Huntington Investments, INC.Broker
Dean Witter Reynolds INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
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.