Brighton Wealth Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

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
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable up to 1.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Brighton Wealth Management, INC. - Fees, AUM & Advisors | TrueAdvisor