Benjamin Malick is a CFA-designated registered investment advisor at Bright Portfolios, LLC, based in Lee'S Summit, MO, with 13 years of industry experience. Benjamin 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 1 clients with $140M 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 | 0.50% |
Fees vary by strategy: Diversified models range from 0.15% to 0.30% annually, while Focused Equity and Fixed Income Ladder separately managed accounts range from 0.35% to 0.50% annually. Fees are negotiable.
Fee Estimator
Location
11 SE 2nd St, Lee'S Summit, MO, 64063
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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
Benjamin is a co-owner/chief investment officer at Bright Portfolios, LLC, and an investment adviser representative/financial advisor at Wise Wealth, LLC, dedicating about 10-20% of his time to each. He also owns Three Nine Investments, LLC, a holding company, which takes nearly full-time hours.
Employment History
Current Registrations
Bright Portfolios, LLC
Previous Registrations
Wise Wealth, LLC
Inspire
Three Nine Financial
Mitchell Capital Management CO
Primevest Financial Services, INC.
Edward Jones
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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