BrightOrange Advisors provides investment management and financial planning services. Investment management is customized based on client goals and risk tolerance, using ETFs, stocks, bonds, and options. Financial planning covers areas like retirement, education, and business coaching. BrightOrange acts as a fiduciary, committed to acting in the client's best interest and mitigating conflicts of interest.
Assets Under Management$2M
Clients16
Advisors1
Avg. per Client$130K
Avg. per Advisor$2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor. Performance fee may be up to 20% of any gains in the Client account[s] for the year, subject to a high-water mark calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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