Michael Barrett is a registered investment advisor at Bright Angel Advisors LLC, based in St. Paul, MN, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $220M 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 | 1.00% |
Fees range from 0.50% to 1.00% and are negotiable. The advisory fee is calculated using the value of the assets in the Account on the last business day of the prior calendar year.
Fee Estimator
Location
3900 Northwoods Dr., Suite 350, St. Paul, MN, 55112
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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 →Employment History
Current Registrations
Bright Angel Advisors LLC
Previous Registrations
Heritage Capital Advisors, LLC
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.