Brightscape Investment Centers (BIC) provides financial planning and investment management services. Financial planning covers goal identification, budgeting, taxes, insurance, investments, and estate planning. Investment management includes stocks, bonds, mutual funds, and exchange-traded funds, tailored to the client's risk profile and goals. BIC also participates in the Betterment for Advisors digital wealth management program and offers Separately Managed Accounts (SMAs) through Dimensional Fund Advisors.
Assets Under Management$100M
Clients145
Advisors4
Avg. per Client$720K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.00% |
| $300K+ | 0.75% |
Asset Management Fees are also charged on a flat dollar amount or as a percentage of up to 2.0% per annum. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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