William Wright is a registered investment advisor at Asset Strategy Consultants LLC, based in Camp Hill, PA, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 48 clients with $5.2B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Private wealth fee schedule shown. Fees are negotiable based on account size, complexity, and resources required. Institutional consulting and Outsourced Chief Investment Officer (OCIO) services have separate fee schedules.
Fee Estimator
Location
3500 Market Street, Suite 102, Camp Hill, PA, 17011
Get directionsHistory
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
Asset Strategy Consultants LLC
Asset Strategy Retirement Plan Consultants, LLC
State Registrations1 state
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
More Advisors
- Andrew Spuhler, CFPVicus Capital, INC.
- Brian Jankowski, CFARiver Wealth Advisors LLC
- Stacy Heistand, CFPAsset Strategy Retirement Plan Consultants, LLC
- David Kidd, CFPAmeriprise Financial Services, LLC
- Anthony Conte, CFPLPL Financial LLC
- Kenneth Ferrone, CFAThrivent Advisor Network, LLC