Advisor at Wright Wealth Management LLC
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Firm
Wright Wealth Management LLC
Location
Chevy Chase, MD
Credentials
Series 66
Industry experience
23 years
Donald Wright is the principal of Wright Wealth Management LLC in Chevy Chase, MD, with 23 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wright Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, high net worth clients, trusts, and estates. The firm constructs customized portfolios using ETFs, mutual funds, individual stocks, and bonds, employing both fundamental and technical analysis within a fiduciary framework and generally following a long-term investment approach.
Financial planning fixed engagement fees typically range from $1,000 to $5,000
0.75% to 2.00% annually, negotiated based on factors including complexity and asset size
Financial planning services billed at $275 per hour
Fee-only: Investment advisory fees ranging from 0.75% to 2.00% annually, negotiated; financial planning fees billed hourly at $275/hour or fixed fees from $1,000 to $5,000, both negotiable
Chevy Chase, MD
Maryland
Wright Wealth Management LLC
2021 - Present (5 years)
Wells Fargo Clearing
2016 - 2020 (4 years)
Wells Fargo Advisors, LLc
2015 - 2016 (1 year)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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