BrightGuide Investment Advisors (BGIA) provides portfolio management services tailored to individual client goals, risk tolerance, and time horizon. BGIA creates investment policy statements and requires discretionary authority to manage investments. BGIA also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. BGIA may recommend third-party investment advisors and limits its advice to mutual funds, fixed income, insurance products, ETFs, treasury inflation protected bonds, non-U.S. securities, and private placements.
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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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