Arthur Wright
Arthur Wright is a CFP-designated registered investment advisor at Hanson & Doremus Investment Management, based in South Burlington, VT, with 19 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 622 clients with $1.1B 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 | 0.85% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.25% |
Fees and account minimums are negotiable based on objective and subjective factors such as asset amount, portfolio composition, scope of engagement, and related accounts.
Fee Estimator
Location
South Burlington, VT
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Employment History
Current Registrations
Hanson & Doremus Investment Management
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Wealth Management Services INC.
TD Wealth Management Services INC.Broker
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Edward Jones
Edward JonesBroker
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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