Richard Wright
Richard Wright is a registered investment advisor at Rl Wright & Associates, LLC, based in Savannah, GA, with 15 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 11 clients with $5.2M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
325 Eisenhower Drive, Unit B, Savannah, GA, 31406
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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
Richard is an insurance agent selling fixed insurance products, dedicating about 10-20% of his time to this activity. He is also a managing member of Coastal Tax Centers, LLC, and a consultant/CPA partner at Hubric Tax & Retirement Planning Consultants, Inc, spending about 10-20% of his time on tax preparation and about a third of his time on financial planning, respectively.
Employment History
Current Registrations
Rl Wright & Associates, LLC
Previous Registrations
USA Financial Securities Corporation
Asset Strategy Consultants LLC
State Registrations1 state
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.