Brandy Wright is a CFP-designated registered investment advisor at Blake Financial Counsel, LLC, based in Atlanta, GA, with 22 years of industry experience. Brandy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Divorce Planning, Education Planning, and 8 more. Their firm serves 17 clients with $45M 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 $3.0M | 0.75% |
| $3M+ | 0.50% |
Rates are for comprehensive wealth management. The firm also offers stand-alone portfolio management at a flat rate of 0.30% for accounts of $1,000,000 or more. Comprehensive wealth management fees are negotiable and subject to a $7,500 minimum annual fee.
Fee Estimator
Contact
Brandy Wright
Location
7000 Central Parkway, Suite 1100, Atlanta, GA, 30328
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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 →Employment History
Current Registrations
Blake Financial Counsel, LLC
Previous Registrations
Blake Financial Counsel, LLC
Blake Financial Counsel, LLC
Modera Wealth Management, LLC
Cambridge Wealth Counsel
The Ayco Company,l.p.
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.
Exams
Additional Information
Brandy Wright is the Founder and a Senior Financial Advisor at BLAKE Financial Counsel. She specializes in working with Fortune 500 executives, executive retirees, divorcees, widows and women and has extensive experience designing and implementing complex financial plans for them. She is focused on each of their specific financial planning hurdles and needs.
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