Manish Maheshwari is a CFA-designated registered investment advisor at Wright Private Asset Management LLC, based in Shelton, CT, with 5 years of industry experience. Manish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 34 clients with $62M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,000.
Fee Estimator
Location
2 Corporate Drive, Suite 770, Shelton, CT, 06484
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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 →Employment History
Current Registrations
Wright Investors Service INC
Wright Private Asset Management LLC
Previous Registrations
Victory Capital Services, INC.Broker
Thb Asset Management
Foreside Fund Services, LLCBroker
State Registrations1 state
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