Wright Wealth offers investment management based on individual client needs, primarily using stocks, bonds, mutual funds, and ETFs. They also provide financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Clients can also enroll in Wright Wealth Money Membership for access to a financial app and limited advisor access.
Assets Under Management$97M
Clients184
Advisors5
Avg. per Client$530K
Avg. per Advisor$19M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.40% |
| $8.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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