Frederick Wright is a CFA-designated registered investment advisor at Novapoint Capital LLC, based in Atlanta, GA, with 22 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 208 clients with $440M 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 | 1.00% |
Fees are negotiable. NovaPoint typically reduces fees for select groups, such as non-profit organizations and military veterans.
Fee Estimator
Location
1175 Peachtree St Ne, Suite 1825, Atlanta, GA, 30361
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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 →Employment History
Current Registrations
Novapoint Capital LLC
Previous Registrations
Brightworth, LLC
Smith & Howard Wealth Management, LLC
State Registrations2 states
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