Sean Wright is a CFA-designated registered investment advisor at Deroy & Devereaux Private Investment Counsel, INC., based in Bloomfield Hills, MI. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 158 clients with $2.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
158 clients
Average Client Portfolio
$16.3M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Rates shown are for the primary All Cap Value and Balanced strategies. Smid Cap Value and Fixed Income strategies have separate fee schedules. All fees are negotiable.

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

40705 Woodward Avenue, Suite 150, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
State Registrations1 state
MI
Advisor

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Exams
No exam information available for this advisor.
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