Bright Lantern Financial offers ongoing investment management and one-time financial planning to help clients achieve their financial goals, such as retirement planning or saving for college. For investment management, Bright Lantern implements portfolio recommendations, trades to harvest capital losses, and rebalances periodically. One-time financial planning includes cash flow analysis and investment plan creation.
Assets Under Management$26M
Clients10
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.75% |
| $200K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...