Wright Wealth Strategies offers investment advice to individuals and other clients. As a fiduciary, Wright Wealth Strategies aims to act in the client's best interest. Services include asset management, where portfolios are created using stocks, bonds, ETFs, and mutual funds, and retirement plan consulting for employer plan sponsors. Wright Wealth Strategies also offers the Model Wealth Portfolios Program and the Manager Access Select Program through LPL.
Fee Structure
Wright Wealth Strategies offers investment management through several programs. The maximum annual fee for asset management is 2.00%, billed quarterly in advance. The Model Wealth Portfolios Program and Manager Access Select Program have a maximum annual fee of 2.60%, which includes an advisory fee of up to 2.00% and a manager fee of up to 0.60%. Fees are negotiable and deducted from client accounts.