Arwen Lowbridge is a registered investment advisor at Bright Advisors, based in Pelham, MA, with 11 years of industry experience. Arwen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 178 clients with $130M 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 | 2.00% |
Standard fee is up to 2% of assets under management. Specific fee schedules may be tiered, a flat percentage, or a flat dollar amount.
Fee Estimator
Location
Pelham, 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 →Other Business Activities
Arwen is the single owner of Evenstar Financial LLC, formed in 2022 to manage business expenses, dedicating minimal time to it. This activity is investment-related.
Employment History
Current Registrations
Bright Advisors
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
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.