Brighton Wealth Management offers investment advisory services where they make trades for you or give you recommendations. They also offer financial planning and consulting services on a separate fee basis. Brighton Wealth primarily invests in stocks, mutual funds, ETFs, and bonds. They may recommend independent investment managers to handle a portion of your assets. Brighton Wealth recommends Charles Schwab as the broker-dealer/custodian.
Assets Under Management$130M
Clients451
Advisors1
Avg. per Client$290K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Brighton Wealth may charge a lesser investment advisory fee or a flat fee based on certain criteria. Similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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