Wright Wealth Management offers customized wealth management solutions through personal contact and discretionary investment management. WWM works with clients to identify their investment goals, risk tolerance, and financial situation to design a suitable portfolio. WWM also provides financial planning services, including investment planning, retirement planning, education savings, and insurance needs. Clients are not obligated to implement any recommendations.
Fee Structure
Wright Wealth Management's investment advisory fees are based on the value of your portfolio and are charged quarterly, in advance. The fees range from 0.75% to 2.00% annually, and are negotiable based on the complexity of services, assets managed, and the overall relationship. Clients may be charged a higher fee rate for multiple objectives, specific reporting requirements, investment restrictions, lower account balances, or other complexities.