Cody Wright is a registered investment advisor at Wh Cornerstone Investments INC., based in Duxbury, MA. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 148 clients with $200M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for amounts above $20,000,000. If total household assets are <$500,000, the annual fee will be 1.65% subject to a minimum annual fee of $3,000.
Fee Estimator
Location
11 Washington Street, Duxbury, MA, 02332
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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
Wh Cornerstone Investments INC.
State Registrations1 state
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