Meagan Gelinske is a registered investment advisor at Future Bright, based in Chandler, AZ, with 4 years of industry experience. Meagan 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 401 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule is for clients who signed up on or after February 1, 2022. Clients who signed up prior to that date have a different fee schedule: $0 - $500,000: 1.00%, $500,001 – $3,000,000: .80%, $3,000,001 and Over: .60%. The annual fee is negotiable.
Fee Estimator
Location
Chandler, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Future Bright
State Registrations2 states
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