Brighton Securities is an independently owned financial services firm established in 1969, registered as both an investment advisor and a broker-dealer. Brighton Securities offers ongoing investment management and financial advice tailored to individual needs, utilizing several wrap fee programs and advisory options in partnership with Wells Fargo Advisors and First Clearing. Investment advisory services include discretionary and non-discretionary portfolio management, mutual fund direct advisory accounts, consulting services for specific topics like retirement and estate planning, and access to third-party managers. Brighton Securities works with individuals, high net worth clients, trusts, estates, and small businesses. In addition to advisory services, Brighton Securities provides brokerage services, insurance products, and tax preparation through an affiliate. The firm emphasizes a fiduciary standard of care for investment advisory accounts and helps clients align their portfolios with their specific risk tolerance, goals, and time horizons.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual management fees range from 0.25% to 3.00% depending on the program, account value, and services selected. Fees are negotiable.