Bright Financial Advisors offers personalized investment advice and wealth management services, including financial planning and portfolio management. Bright Financial Advisors tailors its advice to each client's needs, considering their financial situation, risk tolerance, and investment objectives. The firm manages investments on a discretionary basis and may use model portfolios. Bright Financial Advisors also offers financial planning services, including broad-based, modular, and consultative planning.
Assets Under Management$730M
Clients665
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$360M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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