Arwen Lowbridge is a registered investment advisor at Bright Advisors, based in Greenwood Village, CO, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The specific fee schedule for your account may be tiered, a flat percentage, or a flat dollar amount. All fee arrangements will be clearly outlined in your investment management agreement.
Fee Estimator
Location
4950 S Yosemite St F2 #394, Greenwood Village, CO, 80111
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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, LLCBroker
MML Investors Services, LLC
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.