Bright Angel Advisors provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client, outlining their financial situation. Bright Angel Advisors requires authority to make trades without asking first. They primarily advise on mutual funds, fixed income securities, equities, and ETFs.
Assets Under Management$220M
Clients35
Advisors2
Avg. per Client$6.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.50% to 1.00% and are negotiable. The advisory fee is calculated using the value of the assets in the Account on the last business day of the prior calendar year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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