Jeffrey Wright is a CFP, ChFC-designated registered investment advisor at Teamwork Financial Advisors, LLC, based in Houston, TX, with 30 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,328 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Teamwork Financial Advisors offers ongoing investment management services for a fee based on a percentage of the assets they manage for you. The exact fee is determined by the individual advisor and client and is memorialized in the client agreement. Fees are negotiable based on several factors. The highest fee charged is 1.6%.
Location
9811 Katy Frwy, Suite 1075, Houston, TX, 77024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeffrey co-owns two vacation rental properties and holds minority interests in three oil well investments. He also owns a small percentage of an internet marketing firm.
Employment History
Current Registrations
Teamwork Financial Advisors, LLC
Previous Registrations
MML Strategic Distributors, LLCBroker
Symetra Securities, INC.Broker
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
Sun Life Financial Distributors, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Pacific Select Distributors, INC.Broker
Mutual Service CorporationBroker
Pacific Select Distributors, INC.Broker
Hartford Equity Sales Company INC.Broker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
MML Investors Services, INC.Broker
Washington Square Securities, INC.Broker
MML Investors Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.