Bright Future Advisors offers investment management services based on each client's individual needs, risk tolerance, and financial goals. While the firm has provided financial planning services in the past, it now assists existing clients with planning needs at no charge, and provides them with planning software. Bright Future Advisors manages investments with the goal of maximizing returns while minimizing risk through a conservative approach.
Assets Under Management$4.2M
Clients4
Advisors1
Avg. per Client$1M
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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