David Wright
David Wright is a registered investment advisor at Wright Financial & Business Advisors, based in Fresno, CA, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 8 clients with $4.2M 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 $250K | 0.80% |
| $250K - $1.0M | 0.40% |
| $1.0M - $5.0M | 0.20% |
| $5.0M - $10.0M | 0.10% |
| $10M+ | 0.05% |
Advisory fees are not negotiable.
Fee Estimator
Location
265 East River Park Circle, Suite 260, Fresno, CA, 93720-1578
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
David is a licensed California Insurance Agent, working as an independent agent for life and health insurance since 1993. This takes about half of his time, with some overlap during securities trading hours as he remains available to investment advisory clients.
Employment History
Current Registrations
Wright Financial & Business Advisors
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.