Wright Financial offers personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Wright Financial also sells investment products and discloses when recommendations produce commissions.
Assets Under Management$74M
Clients118
Advisors1
Avg. per Client$630K
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Wright Financial offers investment management services where they manage your investments on an ongoing basis. The annual fee is a percentage of the assets they manage, and the rate depends on how conservative or aggressive your investment strategy is, as well as the amount you invest:
- Stewardship Level (over $1 million): 0.77% to 0.95%
- Strategic Level ($250,000 to $1 million): 1.05% to 1.30%
- Tactical Level (under $250,000): 1.35% to 1.70%
These fees are negotiable.
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