R.L. Wright & Associates (RLWA) is a financial planning and investment management firm. RLWA meets with clients to understand their financial needs and goals. RLWA may recommend its management services, third-party investment advisors, or financial planning services. The firm also provides services to retirement plans. Richard Wright, the owner, also offers insurance products through Wright Advisory Group, Inc.
Assets Under Management$5.2M
Clients11
Advisors1
Avg. per Client$470K
Avg. per Advisor$5.2M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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