Peter Wright
Peter Wright is a registered investment advisor at Wright Benefit Advisors INC., based in Lake Bluff, IL, with 25 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 11 clients with $36M 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 | 2.50% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
655 Rockland Road, Suite 201, Lake Bluff, IL, 60044
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
Peter is the President of Wright Benefit Strategies, Inc., an insurance brokerage and consulting firm licensed for life, health, and property casualty insurance. He is also a licensed insurance agent and may offer clients advice or products from this activity, which involves a potential conflict of interest due to commissions.
Employment History
Current Registrations
Wright Benefit Advisors INC.
Previous Registrations
Kingsbury Capital Investment Advisors LLC
Kingsbury Capital LLCBroker
Kingsbury Capital, INC.Broker
Sunamerica Securities, INC.Broker
Gbs Retirement Services, INC.Broker
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.