William Wright
William Wright is a registered investment advisor at Thomas Wright Asset Management, INC., based in San Juan, PR, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 30 clients with $340M 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 $1.0M | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $20.0M | 0.70% |
| $20M+ | 0.45% |
Fees are negotiable at Thomas Wright Asset Management's sole discretion based on criteria such as related accounts, pre-existing clients, or pro bono activities.
Fee Estimator
Location
53 Calle Palmeras, Suite 401, San Juan, PR, 00901-2408
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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
Thomas Wright Asset Management, INC.
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.
Exams
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