Rightwealth Advisors is a registered investment advisory firm that offers holistic and personalized investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm builds customized investment portfolios primarily using equities, mutual funds, exchange-traded funds, bonds, and alternative investments. Rightwealth Advisors works closely with clients to understand their financial goals, risk tolerance, and tax situations before developing tailored investment strategies and financial plans. The firm also provides ongoing reviews of financial plans covering retirement, education, estate planning, cash flow, and insurance needs. Additionally, certain representatives of Rightwealth Advisors may act as registered representatives of a broker-dealer or as insurance professionals, allowing them to offer commission-based securities or insurance products separately from advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees for portfolios of $10,000,000 and above are negotiable. The percentage for the highest asset tier achieved applies to all managed assets.