Brook Bright
Brook Bright is a CFA, CFP-designated registered investment advisor at Venture Visionary Partners LLC, based in Bonita Springs, FL, with 26 years of industry experience. Brook operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 2,810 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fee will not exceed 1.50% and is negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
27400 Riverview Center Blvd., Suite 3, Bonita Springs, FL, 34134
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
Brook is an independent licensed insurance agent selling variable and fixed accident, life, and health insurance since 2019. This activity requires minimal time.
Employment History
Current Registrations
Venture Visionary Partners LLC
Previous Registrations
Landing Point Financial Group, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward JonesBroker
Keybanc Capital Markets INC.Broker
Maple Partners U.S.A. INC.Broker
State Registrations3 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.
Exams
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