Wright Private Asset Management (WPAM) manages investment portfolios for individuals, corporations, trusts, estates, charitable organizations, and employee benefit plans. WPAM tailors its services to individual client needs, allowing reasonable investment restrictions. WPAM may discuss accounting and tax issues but does not provide accounting, tax, or legal advice. Some clients may receive free research publications from WPAM's affiliates.
Assets Under Management$62M
Clients34
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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