Wright Investment Partners offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. They primarily recommend equities, but may also use mutual funds, fixed-income securities, insurance products, ETFs, and non-U.S. securities. Wright Investment Partners requests authority to make trades without asking for permission each time.
Assets Under Management$2.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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