Bright Futures Wealth Management (BFWM) provides ongoing portfolio management based on individual client goals and risk tolerance. BFWM also offers pension consulting services to employee benefit plans and financial planning services covering investment, retirement, college, business, divorce, insurance, debt, credit, tax, and estate planning. BFWM may direct clients to third-party investment advisors and is compensated via a fee share from the advisors to which it directs those clients.
Assets Under Management$290M
Clients885
Advisors16
Avg. per Client$330K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Bright Futures Wealth Management charges a percentage of your portfolio each year. The fees are negotiable.
The maximum annual fees are:
- $0 - $10,000: 2.50%
- $10,001 - $250,000: 2.50%
- $250,001 - $500,000: 2.25%
- $500,001 - $1,000,000: 1.75%
- $1,000,001 - $2,500,000: 1.50%
- $2,500,001 - $5,000,000: 1.25%
- $5,000,001 - $100,000,000: 1.00%
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