Wright Wealth Management provides personal wealth management services including financial planning, investment management, and financial consulting. Financial planning includes investment, retirement, education, risk management, and estate planning. Investment management is tailored to individual goals and risk tolerance. Consulting services cover various financial topics based on client needs.
Assets Under Management$43M
Clients47
Advisors1
Avg. per Client$920K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.60% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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