Joseph Wright Investments provides investment management and financial planning services to individuals, high net worth individuals, and businesses. They create financial plans focusing on areas like cash management, risk management, retirement planning, and education funding. Investment portfolios are managed on a discretionary or non-discretionary basis, using securities like mutual funds, exchange traded funds, bonds, and stocks. They may also invest a small portion in digital assets with client permission.
Assets Under Management$5.4M
Clients51
Advisors1
Avg. per Client$110K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.00% |
| $25K - $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001. Performance fees are also offered to qualified clients: 1% management fee and 10% of net returns.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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