Bright Advisors provides wealth planning, investment management, financial planning, and consulting services. They offer both discretionary and non-discretionary investment management, creating customized portfolios based on client's financial circumstances, tax considerations, risk tolerance, and personal priorities. Financial planning is generally included in the advisory fee. They also offer bespoke wealth advisory services for high-net-worth individuals and OCIO services for family offices and foundations.
Assets Under Management$0
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The specific fee schedule for your account may be tiered, a flat percentage, or a flat dollar amount. All fee arrangements will be clearly outlined in your investment management agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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