Brightwater Advisory, operating as Tampa Asset Management, provides financial planning, consulting, and investment management services. Brightwater manages client investment portfolios, allocating assets among mutual funds, exchange-traded funds, individual debt and equity securities, and certificates of deposit. Brightwater also offers wealth management services, including financial planning and consulting. Brightwater tailors its investment management services to meet individual client needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K+ | 0.90% |
For accounts managed as part of the Wrap Program, the management fee varies between 1.00% and 1.50%. For accounts managed outside of the Wrap Program, the management fee varies between 0.90% and 1.35%. Brightwater may negotiate a fee rate that differs from the range set forth above for certain client holdings.