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. Their firm serves 1 clients with $81M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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.
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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
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