Wright Private Asset Management LLC
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
About This Firm
Wright Private Asset Management LLC (WPAM) is a related adviser and wholly-owned subsidiary of Wright Investors’ Service, Inc. WPAM offers tailored advisory services and may discuss accounting and tax issues with clients, but does not render accounting, tax, or legal advice. Some clients may receive access to research publications distributed by WPAM’s affiliates.
Fee Structure
AUM-Based Fees (Tiered)
| 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 over $25,000,000
Fee Estimator
Fees are negotiable and may be billed in advance or arrears. The minimum annual fee is $6,250. Fees may be modified, reduced, or eliminated where portfolios contain a mix of investment funds and separate securities. Fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses.
Areas of Practice
Location
2 Corporate Drive, Suite 770, Shelton, CT, 06484