Nicole Wright is a CFP-designated registered investment advisor at Financial Discovery, based in Atlanta, GA, with 12 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 82 clients with $110M 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 $750K | 1.25% |
| $750K+ | 1.00% |
For portfolio values less than $500,000, there is a fixed minimum annual fee of $6,250. Fees may be negotiable under certain circumstances.
Fee Estimator
Location
200 Ashford Center North, #130, Atlanta, GA, 30338
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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
Financial Discovery
Previous Registrations
Financial Discovery
State Registrations1 state
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