Clara Bright is a ChFC-designated registered investment advisor at Millennial Wealth, based in Cordova, TN. Clara 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, High Net Worth, and 4 more. Their firm serves 229 clients with $280M 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 | Included |
| $500K+ | 1.50% |
Accounts under $500,000 pay a fixed annual fee ranging from $2,000 to $30,000 instead of an asset-based fee. Accounts of $500,000 or more pay an annual management fee of up to 1.50%. Fees are negotiable.
Fee Estimator
Location
Cordova, TN
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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 →Employment History
Current Registrations
Millennial Wealth
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.
Exams
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