Hattie Wright is a CFP-designated registered investment advisor at Ingalls & Snyder LLC, based in New York, NY, with 11 years of industry experience. Hattie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,453 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ingalls & Snyder charges fees based on the value of your portfolio. The maximum annual fee for accounts with equities or equities and fixed income is 1.50% of the assets they manage. For accounts solely with fixed income, the maximum fee is 1.00%. Fees are generally billed quarterly based on the account value at the end of the quarter. Fees may be negotiable.
Location
1 Rockefeller Plaza, 7th Floor, New York, NY, 10020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hattie is the sole owner and Managing Director of Mountain State Analytics, LLC (MSA), a state-registered investment adviser in West Virginia. MSA is in the process of moving its customers to Ingalls & Snyder, LLC and is expected to cease investment-related activity and wind down operations by October 1, 2021.
Employment History
Current Registrations
Ingalls & Snyder LLC
Previous Registrations
Mountain State Analytics, LLC
State Registrations8 states
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