Adam Wright
Adam Wright is a registered investment advisor at Summit Global Investments, LLC, based in Mea, AZ, with 12 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7,475 clients with $2.3B 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 $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees are maximum rates and may be lowered based on client investment objectives, risk profile, suitability, and asset allocation. Accounts are subject to a maximum annual administrative fee of $60 per household.
Fee Estimator
Location
1201 s Alma School Rd, Suite 12750, Mea, AZ, 85210
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Adam operates under DBA Iron Tree Investment Management, LLC and Iron Tree Wealth Management, selling securities and fixed insurance products, dedicating nearly full-time hours to this. He also has roles with FPEC, estate planning, Shurprint LLC, and Semworx LLC, each requiring minimal time.
Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
Arete Wealth Advisors, LLC
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Skyoak Wealth Management, INC.
Edward JonesBroker
State Registrations4 states
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.