Eric Bright
Eric Bright is a CFA-designated registered investment advisor at Pennyfarthing Investment Management, L.L.C., based in Belchertown, MA, with 23 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Socially Responsible Investing. Their firm serves 27 clients with $29M 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 $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable. Related accounts can be grouped together for fee calculation. Charitable accounts receive a 20% discount.
Fee Estimator
Location
Belchertown, MA
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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
Pennyfarthing Investment Management, L.L.C.
Previous Registrations
Cohn Financial Services
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.
Exams
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