Jeffery Wright is a CFA-designated registered investment advisor at Wright Wealth LLC, based in Atlanta, GA, with 13 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 184 clients with $97M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.40% |
| $8.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Location
Two Ballpark Center, 800 Battery Avenue SE, Suite 300, Atlanta, GA, 30339
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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 →Other Business Activities
Jeffery is the founder of 550 Capital Partners LLC, which raises capital to invest in start-up businesses. He spends about 10-20% of his time on administration, capital raising, and portfolio company research, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Wright Wealth LLC
Previous Registrations
Wright Wealth LLC
Novapoint Capital LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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