Edward Bright is a registered investment advisor at Stock Pro, based in Bellingham, WA, with 8 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72 clients with $34M 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 | 1.25% |
Standard Account Fee. Pro Account Fee is 1.75% of AUM. Fees may be higher than normally charged in the industry. Total fees will not exceed 3% of assets under management on an annual basis. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
2219 Rimland Drive, Suite 301, Bellingham, WA, 98226-8759
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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
Edward works as a High School CTE Educator at Bellevue High School since 2015. This activity is not investment-related.
Employment History
Current Registrations
Stock Pro
Previous Registrations
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.