Wright Asset Management offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. Wright manages each client portfolio as a separate account, recommending portfolio allocation and individual holdings based on discussions with the client. Wright does not have authority to make trades without asking first.
Assets Under Management$50M
Clients44
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Wright may charge a lower management fee based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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