Wrightpoint Wealth provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client. Financial planning services are included with portfolio management at no extra cost. Wrightpoint generally limits its investment advice to equities, ETFs, and fixed income securities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.89% |
| $1.0M - $3.0M | 0.69% |
| $3M+ | 0.49% |
A minimum annual fee of $1,200 will apply to all client households. Wrightpoint may negotiate a reduced advisory fee for assets allocated to and managed by unaffiliated third-party investment managers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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