Bright Lake Wealth Management is a registered investment advisor founded in 2022 and based in California, with additional offices in Oregon. The firm specializes in helping individuals create retirement income strategies by combining investment management with insurance products and digital estate planning solutions. Bright Lake offers discretionary and non-discretionary portfolio management, frequently utilizing third-party model portfolios and sub-advisors such as AE Wealth Management. The firm also provides financial planning services covering retirement, tax planning, insurance, and estate coordination through a partnership with Wealth.com. Bright Lake works with individuals, high net worth individuals, trusts, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum annual fee of 1.65% applies, which can be modified lower in the agreement. Total fees including third-party managers will not exceed 2%.