Assets Under Management
$62.4M
Number of Clients
34
Number of Advisors
1
Average Client AUM
$1.8M
AUM per Advisor
$62.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wright Private Asset Management LLC (WPAM) is a related adviser and wholly-owned subsidiary of Wright Investors’ Service, Inc. WPAM has a sub-advisory agreement with Wright, which directs and oversees all aspects of the investment process. WPAM tailors its advisory services to the individual needs of its clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25,000,000.
2 Corporate Drive, Suite 770, Shelton, CT, 06484