Brighter Investing offers financial planning and investment management services. Financial planning can be part of investment management or a standalone service. They also offer tax preparation and filing services through a third-party CPA. Brighter Investing manages investments using stocks, bonds, mutual funds, ETFs, private equity, private funds, and third-party managers, considering environmental, social, and governance factors.
Assets Under Management$39M
Clients34
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$39M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.30% |
Fees are negotiable for amounts over $20,000,000. Investment management clients that also engage Brighter Investing for tax services will pay an additional 0.25% per annum on the first $3,000,000 of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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