Donald Wright is a registered investment advisor at Wright Wealth Management LLC, based in Chevy Chase, MD, with 23 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Wright Wealth Management's investment advisory fees are based on the value of your portfolio and are charged quarterly, in advance. The fees range from 0.75% to 2.00% annually, and are negotiable based on the complexity of services, assets managed, and the overall relationship. Clients may be charged a higher fee rate for multiple objectives, specific reporting requirements, investment restrictions, lower account balances, or other complexities.
Location
Chevy Chase, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wright Wealth Management LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw 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.