Gary Wright
Gary Wright is a registered investment advisor at Premier Wealth Management, LLC, based in Fort Worth, TX, with 18 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19 clients with $2.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Premier Wealth Management works with Gradient Investments, LLC to manage investment portfolios. The annual fee is a percentage of your portfolio. Premier Wealth Management receives a portion of this fee. Here are the fees for different portfolio types:
- Strategic Portfolios: 2.00% per year (1.00% to Gradient Investments, 1.00% to Premier Wealth Management)
- Tactical Portfolios: 1.80% per year (0.80% to Gradient Investments, 1.00% to Premier Wealth Management) plus an internal fee of 0.20% from the ETF.
- Allocation & Defined Outcome Portfolios: 1.70% per year (0.70% to Gradient Investments, 1.00% to Premier Wealth Management)
- Preservation Portfolios: 1.00% per year (0.40% to Gradient Investments, 0.60% to Premier Wealth Management)
For Client Directed Accounts, a flat fee of $300 is charged by Gradient Investments.
Location
2800 S. Hulen, Suite 208, Fort Worth, TX, 76109
Get directionsHistory
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
Gary is the owner and president of Premier Life Planning, a tax and insurance sales business, since 1987. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
Premier Wealth Management, 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.