Wright Wealth Strategies, LLC

Wright Wealth Strategies, LLC is a registered investment advisor based in San Luis Obispo, CA, established in 2019. The firm specializes in providing a range of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable foundations, corporations, pension, and profit-sharing plans. As a fiduciary, the firm is committed to acting in the best interest of its clients. Services offered include asset management, retirement plan consulting, and the Manager Access Select Program. The minimum initial investment for the Model Wealth Portfolios Program is $25,000, with lower minimums permitted in certain instances. The firm charges a maximum annual fee of 2.00% for asset management services, billed quarterly in advance based on the account value. Retirement plan consulting fees are based on a percentage of plan assets under management, not exceeding 2.00%. The firm does not charge performance-based fees and does not accept proxy authority to vote client securities. Clients have the option to direct transactions through a specified broker-dealer, with LPL Financial being the recommended custodian. Wright Wealth Strategies, LLC does not have custody of client assets but may have authority to deduct advisory fees. The firm does not have any disciplinary events or financial conditions that impair its ability to meet obligations.