William Wright
William Wright is a CFP-designated registered investment advisor at Infinity Financial Services Advisory, based in Oakland, CA, with 49 years of industry experience. William 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, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
212 9th Street, Suite 202, Oakland, CA, 94607
Get directionsHistory
Regulatory History (4)
Regulatory
July 2014Employment Separation After Allegations
December 1996Regulatory
May 1996Regulatory
February 1985Other Business ActivitiesSells Insurance
William is involved with Guidance Financial Consultants, Inc., offering fixed and life insurance products since 1982. This activity takes a few hours per week.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Infinity Financial Services
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Girard Securities, INC.
Girard Securities, INC.
Girard Securities, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sentra Securities CORP
Sentra Securities CorporationBroker
Secura Investments, INC.Broker
Corporate Securities Group, INC.Broker
First Allied Securities, INC.Broker
First Affiliated SecuritiesBroker
Guidance Financial Consultants, INC.
First Affiliated Securities, INC.Broker
Shearson Loeb Rhoades INC.Broker
First Mid-America INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bache Halsey Stuart Shields IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations4 states
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.