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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard fee is up to 2% of assets under management. Specific fee schedules may be tiered, a flat percentage, or a flat dollar amount.