Ross Wright is a registered investment advisor at Wrightpoint Wealth, based in Louisville, KY. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.89% |
| $1.0M - $3.0M | 0.69% |
| $3M+ | 0.49% |
A minimum annual fee of $1,200 will apply to all client households. Wrightpoint may negotiate a reduced advisory fee for assets allocated to and managed by unaffiliated third-party investment managers.
Fee Estimator
Location
Louisville, KY
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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
Wrightpoint Wealth
State Registrations1 state
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