TrueAdvisor
TrueAdvisor
AW
AW

Andrew Wright

LPL Financial LLC
10 Years of Experience
Savannah, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Andrew Wright is a registered investment advisor at LPL Financial LLC, based in Savannah, GA, with 10 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Savannah, GA

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew operates Wellspring Wealth Management LLC and Planmark Capital Management LLC as DBAs for his LPL business, dedicating full-time hours to these activities. He also works as an agent for Wellspring Associates, LLC and Bridge Life, LLC selling non-variable insurance products, spending about a quarter of his time and a few hours per week, respectively.

Employment History
Current Registrations
LPL Financial LLC
August 2021 - Present · 5 yrs 2 mos
Wellspring Wealth Management LLC
June 2018 - Present · 8 yrs 4 mos
LPL Financial LLC
April 2018 - Present · 8 yrs 6 mos
LPL Financial LLCBroker
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
LPL Financial LLC
April 2018 - October 2020 · 2 yrs 6 mos
The Leaders Group, INC.Broker
April 2016 - April 2018 · 2 yrs
MML Investors Services, LLC
January 2016 - May 2016 · 4 mos
MML Investors Services, LLCBroker
November 2015 - May 2016 · 6 mos
State Registrations3 states
GANCSC
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Savannah, GA →All financial advisors in Georgia →