Bright Light Capital Advisor offers ongoing portfolio management services tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates a personalized Investment Policy Statement to guide asset allocation, security selection, and regular monitoring. Investment management covers a range of securities including mutual funds, equities, bonds, exchange-traded funds, and government securities, with strategies involving both long-term and short-term trading, margin transactions, short sales, and options writing. Bright Light Capital Advisor primarily serves individuals and high-net-worth individuals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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