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 Investment Management. Their firm serves 72 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 $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees over $10 million are negotiable.
Fee Estimator
Location
3500 Market Street, Suite 102, Camp Hill, PA, 17011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Asset Strategy Consultants LLC
Asset Strategy Retirement Plan Consultants, LLC
State Registrations1 state
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