…
How does the advisor help clients – Key Takeaways:
WRIGHT BENEFIT ADVISORS INC. provides expert financial advice and services to its clients. With a professional and knowledgeable team, they strive to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 2005, WRIGHT BENEFIT ADVISORS INC. has been in the financial services industry for over 15 years. They have established a strong reputation for providing personalized and comprehensive financial solutions to their clients.
In 2019, the company had total assets under management of $250 million. With a team of 10 experienced and qualified advisors, they cater to a diverse range of clients and offer a wide range of financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $250 million | 10 |
Financial Services Offered
WRIGHT BENEFIT ADVISORS INC. offers a wide range of financial services including investment management, retirement planning, insurance solutions, tax planning, and estate planning. They work closely with each client to create a customized financial plan that aligns with their specific goals and needs.
Client Types
The company serves a diverse range of clients including individuals, families, small business owners, and corporations. They have the expertise to understand the unique financial needs of each client and provide tailored solutions to help them achieve their financial goals.
Fees & Compensation
WRIGHT BENEFIT ADVISORS INC. operates on a fee-based structure, meaning they charge a percentage of the assets they manage for their clients. This ensures that their interests are closely aligned with the interests of their clients. They also adhere to the fiduciary standard, meaning they always put their clients’ best interests first.
Background
The team at WRIGHT BENEFIT ADVISORS INC. consists of highly experienced and educated professionals who are passionate about helping individuals and businesses achieve financial success. They stay updated with the latest industry trends and regulations to provide the best possible financial advice and services to their clients.
Financial Advisor Disclosures to Know
WRIGHT BENEFIT ADVISORS INC. takes great pride in their transparency and ethical business practices. They have no legal or disciplinary actions against them, ensuring their clients can trust and rely on their advice and services.