Bright Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

Bright Advisors is a registered investment advisor based in Greenwood Village, Colorado, managing investment portfolios and providing comprehensive financial planning for individuals, families, and business owners. Bright Advisors offers discretionary and non-discretionary investment management, building tailored portfolios using exchange-traded funds, mutual funds, individual equities, and bonds. The firm specializes in values-aligned investing, direct indexing, and tax-smart strategies, engaging third-party managers to provide specialized expertise. Financial planning is generally included as part of the ongoing advisory relationship, covering retirement, tax considerations, education funding, risk management, and estate coordination. In addition to individual wealth management, Bright Advisors provides bespoke wealth advisory services for ultra-high-net-worth clients and outsourced chief investment officer services for institutional clients.

Assets Under Management$130M
Clients178
Advisors3
Avg. per Client$720K
Avg. per Advisor$43M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard fee is up to 2% of assets under management. Specific fee schedules may be tiered, a flat percentage, or a flat dollar amount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

3 Advisors at this firm

Bright Advisors - Fees, AUM & Advisors | TrueAdvisor