Bright Vision Wealth, operating as Bond Wealth Planning & Investments, offers financial planning services, including a Portfolio MRI to analyze current investments. The firm also recommends third-party investment advisors based on a client's individual needs and goals. Bright Vision Wealth monitors the client's accounts with the third-party advisor and acts as the client's primary financial advisor.
Assets Under Management$20M
Clients28
Advisors2
Avg. per Client$730K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.99% |
| $250K - $500K | 0.89% |
| $500K - $1.0M | 0.79% |
| $1.0M - $2.0M | 0.69% |
| $2.0M - $3.0M | 0.59% |
| $3M+ | 0.49% |
Fee is negotiable based on the size of the account. Client may aggregate accounts to achieve a lower rate. This fee applies when Bright Vision Wealth acts as a co-advisor. When acting as a solicitor, Bright Vision Wealth does not charge a separate fee but receives a portion of the third-party advisor's fee, typically ranging from 0.50% to 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...