Gary Whitehurst
Gary Whitehurst is a registered investment advisor at Brighter Investing, Pb LLC, based in Atlanta, GA, with 28 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 34 clients with $39M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.30% |
Fees are negotiable for amounts over $20,000,000. Investment management clients that also engage Brighter Investing for tax services will pay an additional 0.25% per annum on the first $3,000,000 of assets under management.
Fee Estimator
Location
3550 Lenox Rd. NE, 21st Floor, Atlanta, GA, 30326
Get directionsHistory
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 ActivitiesSells Insurance
Gary is the owner of Brighter GP, LLC and a managing member of Brighter Private Credit GP, LLC, both fund management companies. He also works as a licensed insurance agent, dedicating minimal time to helping clients assess insurance gaps.
Employment History
Current Registrations
Brighter Investing, Pb LLC
Previous Registrations
Securian Financial Services, INC.
Joyn Advisors, INC.
Gv Financial Advisors, INC.
Securian Financial Services, INC.Broker
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.