Mark Lagrone is a CFA-designated registered investment advisor at Bright Wealth Management, LLC, based in Lewisville, TX, with 12 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 180 clients with $260M 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 | 1.50% |
Fees are negotiable. Fixed income portfolios are subject to a fee of 0.75%.
Fee Estimator
Location
4400 State Highway 121, Suite 400, Lewisville, TX, 75056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a Senior Vice President & Director at Bright Equities, LLC, a single-family office, since 2016. He spends about a quarter of his time managing deal flow, due diligence, and model portfolios.
Employment History
Current Registrations
Bright Wealth Management, LLC
Previous Registrations
Emerson Equity LLC
Strategic Advisers, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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