Brightscape Investment Centers offers comprehensive financial planning and investment management services. Brightscape Investment Centers helps clients identify goals, budget, manage taxes, insurance, and plan for retirement. Investment management services use diversified portfolios containing individual stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, and alternative investments tailored to each client's risk profile. Brightscape Investment Centers serves individuals, trusts, and estates, emphasizing appropriate asset allocation and ongoing portfolio reviews.
Assets Under Management$130M
Clients128
AdvisorsN/A
Avg. per Client$1M
Avg. per AdvisorN/A
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% |
Fees are negotiable and billed monthly or quarterly in arrears based on account average value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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