Brighter Retirement Advisors offers financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Financial planning covers investment, insurance, tax, retirement, education, and debt/credit planning. Portfolio management includes investment strategy, asset allocation, and regular monitoring. Brighter Retirement may use sub-advisers and directs clients to third-party money managers.
Assets Under Management$47M
Clients188
Advisors2
Avg. per Client$250K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
The total assets under management fee will not exceed 2%. Clients will pay Brighter Retirement its base portfolio management fee in addition to the investment strategy fee for the sub-adviser(s) to which it directs those clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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