Rightwealth Advisors offers investment management on a discretionary or non-discretionary basis, tailoring advice to each client's financial situation. The firm primarily uses equity securities, mutual funds, and exchange-traded funds, but may also invest in other securities. Rightwealth Advisors also offers comprehensive financial planning services, including retirement, education, estate, cash flow, tax, and insurance planning. Clients are under no obligation to implement recommendations.
Assets Under Management$230M
Clients249
Advisors3
Avg. per Client$920K
Avg. per Advisor$76M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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