Wright Investors' Service manages equity and fixed-income portfolios for individuals, corporations, municipalities, endowments, foundations, and trust funds. Wright Investors' Service relies on a disciplined investment process overseen by an investment committee, using a proprietary corporate database to select companies with strong financial strength, high profitability, and consistent earnings growth. Wright Investors' Service also provides research publications and participates in wrap fee programs and investment platforms.
Assets Under Management$1.2B
Clients90
Advisors4
Avg. per Client$13M
Avg. per Advisor$300M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.35% |
| $1M+ | 0.25% |
Schedule reflects sub-advisory clients billed on an account-by-account basis. Other schedules exist for relationship-based sub-advisory clients and institutional accounts. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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