Paul Thibodeaux is a registered investment advisor at Bright Wealth Management, LLC, based in Lewisville, TX, with 25 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 180 clients with $260M 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% |
Fees are negotiable. Fixed income portfolios are subject to a fee of 0.75%.
Fee Estimator
Location
4400 State Highway 121, Suite 400, Lewisville, TX, 75056
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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
Paul is a managing director at Bright Equities, LLC and Bright Capital Group, LLC, and CCO of Bright Wealth Management, LLC, dedicating about a quarter of his time to each. He also serves as Governance Chair for Literacy Instruction for Texas (LIFT), a Dallas non-profit, spending minimal time per week.
Employment History
Current Registrations
Bright Wealth Management, LLC
Previous Registrations
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Chase Investment Services CORP.Broker
State Registrations1 state
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.