Wright Wealth Management Group, located in Prescott, Arizona, provides investment advisory services by referring clients to third-party investment advisors (TPIAs) who manage client accounts. Wright Wealth Management Group gathers information about a client’s financial situation and investment objectives and then recommends TPIAs that are suitable for the client. The firm also provides educational seminars and workshops.
Fee Structure
Wright Wealth Management Group does not directly manage client investments. Instead, they recommend third-party investment advisors. The maximum referral fee Wright Wealth Management Group receives from a third-party advisor is 1.55% per year of the client's assets managed by that advisor. The maximum annual fee that any third-party advisor may charge (including the referral fee paid to Wright Wealth Management Group) is 2.5%.