Timothy Benbow is a CFP-designated registered investment advisor at Wright Wealth LLC, based in Roswell, GA, with 18 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 242 clients with $190M 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 for assets over $10,000,000 are negotiable. Household accounts may be aggregated. If outside managers are used, combined fees will not exceed 2%.
Fee Estimator
Location
Roswell, GA
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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
Wright Wealth LLC
Previous Registrations
Novapoint Capital LLC
Bull's Eye Wealth Management, LLC
Waterloo Capital Management
Black Diamond Investment Partners, LLC
Raymond James & Associates, INC.
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
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