Wright Benefit Advisors Inc. offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create investment policy statements and may request authority to make trades without client permission. WBAI also offers pension consulting services to employee benefit plans, including guidance on investment objectives, asset classes, and money manager selection. Financial planning covers investment, life insurance, tax, retirement, education, and debt/credit planning. Education seminars and workshops are also available.
Assets Under Management$36M
Clients11
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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