Bright Asset Management (BAM) offers investment supervisory services and financial consulting to individuals, high net worth individuals, families, trusts, and estates. BAM collaborates with clients to define financial goals, create investment strategies, and manage assets both inside and outside of BAM's direct management. BAM uses a dynamic, tactical asset allocation strategy with various investment vehicles. Financial consulting services cover cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving, tax planning, and capital needs.
Assets Under Management$53M
Clients30
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management
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% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
For accounts over $5,000,000, the fee is negotiable. Existing clients may have been grandfathered in from a lower fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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