Lori Meter is a registered investment advisor at Bright Lake Wealth Management, LLC, based in Roseville, CA, with 13 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 354 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Client portfolios are a maximum annual advisory fee of 1.65% but may be modified lower. The annual advisory fee is inclusive of any third-party manager fees unless otherwise specified in the client's investment management agreement. Advisory Fees charged by the Firm and other third-party managers will not exceed 2%.
Fee Estimator
Location
2220 Douglas Blvd, Suite 150, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bright Lake Wealth Management, LLC
Previous Registrations
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State Registrations1 state
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