Bright Legacy provides investment management services, creating customized portfolios using stocks, ETFs, and mutual funds. They also offer financial planning services covering investment planning, retirement planning, education savings, and insurance. Bright Legacy also provides retirement plan advisory services to plan sponsors.
Assets Under Management$6.8M
Clients31
Advisors1
Avg. per Client$220K
Avg. per Advisor$6.8M
www.facebook.com/brightlegacyassetmanagementgroup ·brightlegacyamg.com ·www.linkedin.com/company/bright-legacy-amg
Fee Structure
Minimum Investment:None
Planning is included in investment management
Bright Legacy charges a percentage of the value of your investments each year. The exact percentage ranges from 1.00% to 2.00% annually, and may be negotiable based on the scope and complexity of the services, the amount you invest, and the overall relationship with Bright Legacy. This fee includes financial planning services.
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