Bright Futures Wealth Management, LLC

Assets Under Management

$254.4M

Number of Clients

881

Number of Advisors

16

Average Client AUM

$289K

AUM per Advisor

$15.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Bright Futures Wealth Management provides portfolio management based on client goals, pension consulting for employee benefit plans, and financial planning covering various areas. They generally limit investment advice to registered investments but may use alternatives for diversification.

Fee Structure

Minimum Investment:None
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningTax PlanningEstate Planning
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Location

1630 Empire Blvd., Suite 100, Webster, NY, 14580

16 Advisors at this firm