Bookman Bright offers financial planning and portfolio management services. Financial planning covers a review of your financial situation, goals, and risk tolerance, potentially including net worth statements, cash flow analysis, tax planning, insurance, retirement projections, and estate planning. Portfolio management involves creating a customized investment portfolio based on your objectives and risk tolerance, which is regularly monitored and adjusted. Bookman Bright may also recommend third-party investment advisors.
Assets Under Management$22M
Clients87
Advisors1
Avg. per Client$260K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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