Brightstone Capital Management is an investment advisor that manages portfolios based on individual client goals, objectives, time horizon, and risk tolerance. Brightstone requires authority to make trades without asking first. Brightstone invests in a broad range of investments in global markets. Brightstone acts as a fiduciary, putting client interests first.
Assets Under Management$31M
Clients33
AdvisorsN/A
Avg. per Client$920K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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