Keron Smith is a registered investment advisor at Brighter Financial Capital Management, LLC, based in Reston, VA. Keron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 338 clients with $140M 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 $100K | 1.15% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
Fees are negotiable. For accounts on the AE Wealth Management platform, the same fee schedule applies, with an additional platform fee of up to 0.20%. For accounts on the AssetMark platform, BFCM's fee schedule is: - **Up to $100,000**: 1.25% per year - **$100,001 to $500,000**: 1.00% per year - **$500,001 to $1,000,000**: 0.90% per year - **Over $1,000,000**: 0.75% per year Variable annuity management fees are 1% annually.
Fee Estimator
Location
1984 Isaac Newton Sq. W, Suite 203, Reston, VA, 20190
Get directionsHistory
Regulatory History (1)
Financial
August 2023Employment History
Current Registrations
Brighter Financial Capital Management, LLC
State Registrations1 state
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