Brighton Wealth Management is an investment advisory firm offering portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm primarily creates customized investment portfolios using fundamental and technical analysis, allocating client assets among equities, exchange-traded funds, mutual funds, structured notes, corporate debt, and other securities. Clients can choose discretionary management, where Brighton Wealth makes trades on their behalf, or non-discretionary management, requiring client approval prior to transactions. As part of portfolio management, Brighton Wealth offers complementary financial planning services covering cash flow analysis, tax planning, retirement analysis, insurance analysis, education savings, and estate analysis. The firm typically recommends Charles Schwab & Co. as the qualified custodian for client assets.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable up to 1.00% annually.