Andrew Price
Andrew Price is a CFP-designated registered investment advisor at Bright Financial Advisors, INC., based in Portage, MI, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 665 clients with $730M 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 - $2.0M | 0.75% |
| $2M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
450 W. Centre Avenue, Suite C, Portage, MI, 49024
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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 ActivitiesSells Insurance
Andrew works as an independent insurance agent for various independent insurance companies. The filing does not specify the time commitment.
Employment History
Current Registrations
Bright Financial Advisors, INC.
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.