Brightstone Advisors provides investment management and financial planning services. They manage investments with discretion, offering broad diversification across various asset classes. Brightstone also provides non-discretionary investment consulting for assets held elsewhere, and financial planning covering estate, retirement, education, risk management, investment, and tax planning. Brightstone does not receive commissions from investment products, focusing on advice and counsel as a fiduciary.
Assets Under Management$47M
Clients40
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees over $10,000,000 are negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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