Wright Asset Management manages investment portfolios for individuals, trusts, estates, and retirement plans. Wright builds customized portfolios using a value-investing approach, focusing on long-term holding of equities and fixed-income investments. All accounts are managed on a non-discretionary basis, meaning Wright makes recommendations and discusses portfolio allocations with clients before executing any trades. Wright also offers hourly consulting services for specific financial questions.
Assets Under Management$50M
Clients40
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Wright Asset Management may charge a lower management fee at its sole discretion based on anticipated future earning capacity, additional assets, or related accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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