Chris Landry
Chris Landry is a registered investment advisor at Wright Private Asset Management LLC, based in Knoxville, TN, with 26 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 36 clients with $74M 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 - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
All fees are negotiable. Minimum annual fee is $6,250. Optional tax-loss harvesting incurs an additional 0.40% annual fee from a third-party provider.
Fee Estimator
Location
Knoxville, TN
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 1993Other Business Activities
Chris coaches a men's lacrosse team at Grandview High School and works as a material handler for Reliable Automatic Sprinkler Company. These activities are not investment-related and take about 10-20% of his time each month, typically after business hours.
Employment History
Current Registrations
Wright Private Asset Management LLC
Visionary Planning & Investment, LLC
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
MML Investors Services, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations3 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.
Exams
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