Wright Private Asset Management manages investment portfolios for individuals, high net worth investors, corporations, trusts, estates, and charitable organizations. Wright Private Asset Management builds customized portfolios using individual stocks, bonds, and mutual funds, relying on proprietary fundamental research and an investment committee. Wright Private Asset Management can tailor advisory services to meet client needs, including allowing clients to restrict investments in certain companies. Wright Private Asset Management also offers optional tax-loss harvesting services implemented by a third-party sub-adviser. Clients can choose to receive complimentary research publications covering thousands of global companies. Wright Private Asset Management does not provide standalone financial planning, tax, or legal advice, focusing instead on professional investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
All fees are negotiable. Minimum annual fee is $6,250. Optional tax-loss harvesting incurs an additional 0.40% annual fee from a third-party provider.