Wright Financial & Business Advisors offers investment management and financial planning services to individuals. For investment management, they create a portfolio based on your goals, risk tolerance, and time horizon, and review it quarterly, rebalancing annually as needed. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning, resulting in a written report to help you achieve your financial goals.
Assets Under Management$4.2M
Clients8
Advisors1
Avg. per Client$530K
Avg. per Advisor$4.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.80% |
| $250K - $1.0M | 0.40% |
| $1.0M - $5.0M | 0.20% |
| $5.0M - $10.0M | 0.10% |
| $10M+ | 0.05% |
Advisory fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...