Future Bright is an investment management firm that offers ongoing portfolio management services. They determine investment goals, time horizons, objectives, and risk tolerance to create investment strategies and select investments. Future Bright primarily invests client accounts in equity securities, open-end mutual funds, and ETFs. They also provide advice to individuals on their qualified retirement plans. Future Bright does not act as a custodian of client assets.
Assets Under Management$120M
Clients401
Advisors4
Avg. per Client$300K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule is for clients who signed up on or after February 1, 2022. Clients who signed up prior to that date have a different fee schedule: $0 - $500,000: 1.00%, $500,001 – $3,000,000: .80%, $3,000,001 and Over: .60%. The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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