John Bright is a CFA-designated registered investment advisor at Great Lakes Advisors, LLC, based in Tampa, FL, with 3 years of industry experience. John 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 2,123 clients with $15B 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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are negotiable. The standard minimum account size is $1,000,000 for Equity and Balanced accounts; and $2,000,000 for Fixed Income accounts. For purposes of the minimum account size and the overall fee charged, related accounts may be aggregated.
Fee Estimator
Location
7650 W Courtney Campbell Cswy, #1175, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Great Lakes Advisors, LLC
Previous Registrations
Great Lakes Advisors, LLC
State Registrations1 state
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