How does the advisor help clients – Key Takeaways:
Wright Associates is a financial advisory firm that specializes in helping clients achieve their financial goals. They have a team of experienced advisors who provide personalized financial guidance to their clients.
Facts and Insights
Wright Associates has been in business for over 20 years and has built a solid reputation in the financial industry. Their team of advisors has an average of 15 years of experience in the field.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Wright Associates offers a wide range of financial services to their clients. These services include financial planning, investment management, retirement planning, tax planning, and estate planning.
Client Types
Wright Associates caters to a diverse group of clients, including high-net-worth individuals, families, and small business owners. They also work with corporate clients and non-profit organizations.
Fees & Compensation
Wright Associates follows a fee-only compensation structure, which means they do not receive commissions or other forms of compensation for recommending specific financial products. This ensures that their advice is always in the best interest of their clients. Their fees are based on a percentage of the assets under management.
Background
Wright Associates was founded by John Wright, a financial expert with over 30 years of experience in the industry. He is a certified financial planner (CFP) and holds a Master’s degree in Finance. Under his leadership, Wright Associates has grown into a trusted and respected financial advisory firm.
Financial Advisor Disclosures to Know
As a registered investment advisor, Wright Associates adheres to strict regulations and must disclose any potential conflicts of interest to their clients. They also have a fiduciary duty to act in their clients’ best interest at all times.