DW
CFA
DW
CFA

Degas Wright

12 Years of Experience
Decatur, GA

Degas Wright is a CFA-designated registered investment advisor at Decatur Capital Management, INC., based in Decatur, GA, with 12 years of industry experience. Degas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
23 clients
Average Client Portfolio
$11.0M average
Assets Under Management
$253.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual charge is 1.00% of all assets, billed quarterly. All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

160 Clairemont Avenue, Suite 200, Decatur, GA, 30030

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Degas is a financial consultant and provides tax services through Cornerstone Advisors, Inc. in Decatur, Georgia.

Employment History
Current Registrations
Decatur Capital Management, INC.
September 2014 - Present · 12 yrs 1 mo
State Registrations2 states
GATX
Advisor

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
No exam information available for this advisor.
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