Larry Bright is a registered investment advisor at Bright Asset Management, based in Venice, FL, with 24 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 30 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
For accounts over $5,000,000, the fee is negotiable. Existing clients may have been grandfathered in from a lower fee schedule.
Fee Estimator
Location
Venice, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Larry is the Managing Member and Chief Compliance Officer of Bright Asset Management, LLC, an investment advisor. He dedicates nearly full-time hours to this role, focusing on investment-related activities.
Employment History
Current Registrations
Bright Asset Management
Previous Registrations
Digitafi
Pension Advisors Group, LLC
Diastole Wealth Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.