Brett Wright is a registered investment advisor at Optivise Advisory Services LLC, based in franklin, TN, with 3 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,233 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Maximum annualized fee is 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable.
Fee Estimator
Location
109 Holiday ct, franklin, TN, 38117
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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
Optivise Advisory Services LLC
State Registrations1 state
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