Andrew Wright
Andrew Wright is a registered investment advisor at Wright Wealth Strategies, LLC, based in San Luis Obispo, CA, with 29 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 185 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wright Wealth Strategies offers investment management through several programs. The maximum annual fee for asset management is 2.00%, billed quarterly in advance. The Model Wealth Portfolios Program and Manager Access Select Program have a maximum annual fee of 2.60%, which includes an advisory fee of up to 2.00% and a manager fee of up to 0.60%. Fees are negotiable and deducted from client accounts.
Location
408 Higuera Street, Suite 120, San Luis Obispo, CA, 93401
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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 Activities
Andrew operates under a DBA for his LPL business, dedicating a few hours per week. He also provides investment advisory services through Wright Wealth Strategies, LLC, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Wright Wealth Strategies, LLC
LPL Financial LLCBroker
Previous Registrations
Nwm Advisors, LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.