Advisor at Advantage Investing, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advantage Investing, Inc.
Location
Coral Gables, FL 33134
Credentials
CFA®, Series 63, Series 65
Industry experience
29 years
Ronald Wright is the sole advisor at Advantage Investing, Inc. in Chesapeake, VA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including a brief tenure at Fitzwilliams Investment Fund and over 30 years at Advantage Investing. Wright serves on the boards of Virginia Beach Theological Seminary and The Daniel and Martha Davey Foundation, advising on business affairs, strategic planning, and fundraising. Advantage Investing provides discretionary investment management to individuals, businesses, non-profit organizations, and trusts, managing over $113 million in assets. The firm employs an active management approach using multiple core strategies to build tailored portfolios and is notable for its high client load under a single advisor and its use of leveraged and structured investment instruments.
Based on Advantage Investing, Inc.
$0 - $2,500,000: 2.00% $2,500,001 - $5,000,000: 1.50% $5,000,001+: 1.00%
Account minimum: $100,000 Fee-only: Asset management fees based on tiered AUM schedule ranging from 2.00% to 1.00% annually; fee-only advisor.
2100 Ponce De Leon Blvd, Suite Ph 5
Coral Gables, FL 33134
Florida · Virginia
Fitzwilliams Investment Fund
2025 - 2025 (1 year)
#Ia Advantage Investing, Inc.
1996 - Present (30 years)
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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Series 63, Series 65
Coral Gables, FL
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