Mary Carbine
Mary Carbine is a registered investment advisor at Brighter Retirement Advisors LLC, based in Lehi, UT, with 3 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 188 clients with $47M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
The total assets under management fee will not exceed 2%. Clients will pay Brighter Retirement its base portfolio management fee in addition to the investment strategy fee for the sub-adviser(s) to which it directs those clients.
Fee Estimator
Location
2000 Ashton Blvd, Ste. 120, Lehi, UT, 84043
Get directionsHistory
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 ActivitiesSells Insurance
Mary works as an independent insurance agent, offering life insurance and annuity products to clients as part of their retirement plans. This activity takes a few hours per week.
Employment History
Current Registrations
Brighter Retirement Advisors LLC
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.