Richard Maurice is a registered investment advisor at Wright Wealth LLC, based in Marietta, GA, with 24 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 184 clients with $97M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.40% |
| $8.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Location
Marietta, GA
Get directionsHistory
Regulatory History (1)
Criminal
July 1979Other Business Activities
Richard is the owner of Connect Staffing, a staffing agency, since 2014. He spends a few hours per week on payroll, billing, and administrative activities.
Employment History
Current Registrations
Wright Wealth LLC
Previous Registrations
Wright Wealth LLC
Ironridge Wealth Management, LLC
Waterloo Capital Management
Black Diamond Investment Partners, LLC
Ironridge Wealth Management, LLC
Raymond James & Associates, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation
State Registrations2 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.