CW
CW

Christopher Wright

11 Years of Experience
Greenville, SC
Sells Insurance

Christopher Wright is a registered investment advisor at Idle Hill Advisors LLC, based in Greenville, SC, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 200 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
200 clients
Average Client Portfolio
$519K average
Assets Under Management
$103.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.45%
$500K - $2.0M1.25%
$2.0M - $5.0M1.00%
$5M+0.75%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

201 Roper Creek Drive, Greenville, SC, 29615

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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.

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Other Business ActivitiesSells Insurance

Christopher receives renewal commissions from Wright Retirement, LLC and Carolina Insurance Express, LLC for annuity sales, servicing existing clientele. He is also an insurance agent via Insurance Made Easy, spending about 10-20% of his time on this activity during trading hours.

Employment History
Current Registrations
Idle Hill Advisors LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Financial Gravity Asset Management, INC.
March 2017 - March 2022 · 5 yrs
Verity Asset Management
March 2014 - February 2017 · 2 yrs 11 mos
State Registrations1 state
SC
Advisor

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.