AW
CFP
AW
CFP

Arthur Wright

19 Years of Experience
Burlington, VT
1 Disclosure

Arthur Wright is a CFP-designated registered investment advisor at Hanson & Doremus Investment Management, based in 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 Investment Management, Retirement Planning. Their firm serves 622 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
622 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.85%
$1.0M - $5.0M0.60%
$5.0M - $20.0M0.40%
$20M+0.40%

Fees are negotiable and may vary based on factors such as the amount of assets managed, portfolio composition, and the scope of the engagement. Similarly situated clients could pay different fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

431 Pine Street, Suite 302, Burlington, VT, 05401

Get directions

History

Regulatory History (1)
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Customer Dispute
August 2008
Settled
Employment History
Current Registrations
Hanson & Doremus Investment Management
November 2016 - Present · 9 yrs 5 mos
Previous Registrations
Amerivest Investment Management, LLC
June 2010 - October 2016 · 6 yrs 4 mos
TD Ameritrade, INC.
June 2010 - October 2016 · 6 yrs 4 mos
TD Ameritrade, INC.Broker
May 2010 - October 2016 · 6 yrs 5 mos
TD Wealth Management Services INC.
November 2009 - April 2010 · 5 mos
TD Wealth Management Services INC.Broker
November 2009 - April 2010 · 5 mos
Primevest Financial Services, INC.
April 2008 - November 2009 · 1 yr 7 mos
Bancnorth Investment Group, INC.Broker
April 2008 - November 2009 · 1 yr 7 mos
Edward Jones
January 2007 - April 2008 · 1 yr 3 mos
Edward JonesBroker
September 2006 - April 2008 · 1 yr 7 mos
State Registrations1 state
VT
Advisor

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
No exam information available for this advisor.
Arthur Wright - Financial Advisor | TrueAdvisor