Wright Planning manages investment portfolios, but only in conjunction with financial planning. They offer ongoing financial planning, hourly financial planning, and project-based financial planning. Financial planning covers business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning.
Assets Under Management$8M
Clients13
Advisors2
Avg. per Client$620K
Avg. per Advisor$4M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $6.0M | 0.40% |
| $6.0M - $12.0M | 0.20% |
| $12M+ | 0.10% |
Minimum annual fee of $6,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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