Joshua Wright
Joshua Wright is a registered investment advisor at Insight Investment Advisers LLC, based in Leawood, KS, with 22 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 90 clients with $55M 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 $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $1000K | 1.05% |
| $1M+ | 0.95% |
Schedule is for Comprehensive Asset Management (includes financial planning and advisor meetings). Basic Asset Management fees are: $0 - $99,999: 0.75%, $100,000 - $499,999: 0.65%, $500,000 and above: 0.55%. Specialized Asset Management (Alternative Assets Only) fees are up to 1%.
Fee Estimator
Location
5251 W 116th Place,, Suite 200, Leawood, KS, 66211
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
Joshua provides consulting services for accounting, marketing, and business management to Complete Care Chiropractic, dedicating about 10-20% of his time. He is also a licensed independent insurance agent and owns JW Real Estate, LLC, spending minimal time on the real estate venture.
Employment History
Current Registrations
Insight Investment Advisers LLC
Previous Registrations
World Class Unlimited, INC.
Vsr Advisory Services
Symphonic Financial Advisors LLC
Waddell & Reed, INC.
State Registrations6 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.