Daybright Advisory Services manages investment portfolios and provides personalized financial planning and retirement consulting for individuals, families, and retirement plan sponsors. Daybright offers individual portfolio management, selection of third-party money managers, and comprehensive financial planning covering retirement, estate planning, tax strategies, cash flow analysis, and insurance needs. Daybright specializes in helping individuals approach or navigate retirement, as well as working with business owners and plan sponsors.
Assets Under Management$680M
Clients439
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range from 0.05% to 1.50% depending on assets and complexity, and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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