Brett Wright is a registered investment advisor at Optivise Advisory Services LLC, based in franklin, TN, with 2 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,216 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optivise Advisory Services charges an annual fee based on a percentage of the value of your investments.
Maximum annual fee for accounts that do not use options: 1.80% Maximum annual fee for accounts that use options: 1.95%
Fees are negotiable and are billed monthly based on the average daily balance of your account. The fee is deducted directly from your account.
Location
109 Holiday ct, franklin, TN, 38117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Optivise Advisory Services LLC
State Registrations1 state
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