Sasha Wright
Sasha Wright is a CFP-designated registered investment advisor at Heritage Financial Advisors, LLC, based in Waterville, OH, with 20 years of industry experience. Sasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 217 clients with $170M 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 $200K | Included |
| $200K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
Fees for accounts over $4,000,001 are negotiable. Customized portfolio fees for accounts over $1 million range from 0.50% to 1.50%.
Fee Estimator
Location
103 North River Road, Suite A, Waterville, OH, 43566
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
Sasha is a managing member of S.M. Wright, LLC and Heritage II, LLC, both investment-related firms that own a percentage of Heritage Financial Advisors, LLC (RIA); these activities each take a full-time commitment. Sasha is also an insurance agent selling fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Heritage Financial Advisors, LLC
Previous Registrations
Obs Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.