BrightGuide Investment Advisors manages investment portfolios and offers personalized financial planning for individuals and high-net-worth clients. The firm creates custom investment strategies based on each client's goals, time horizon, and risk tolerance, taking care of portfolio monitoring and asset selection. BrightGuide Investment Advisors helps clients with retirement planning, tax concerns, life insurance, college savings, and debt management. The firm generally limits its investments to mutual funds, exchange-traded funds, fixed income securities, insurance products, and private placements. Clients must meet a $250,000 account minimum to work with the firm, though this can be waived in certain cases.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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