Eric Bright
Eric Bright is a CFA-designated registered investment advisor at Pennyfarthing Investment Management, L.L.C., based in Belchertown, MA, with 22 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 28 clients with $25M 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. Reduced fees of 20% for charitable accounts. For Bright Penny Freedom management of mutual fund and ETF portfolios, the advisory fee is 1.6% annually of assets managed, with a minimum of $1,600 per year.
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
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