Bright Light Capital Advisor offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide investment decisions. Bright Light Capital Advisor primarily invests in mutual funds, equities, bonds, ETFs, and government securities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable depending on the client's needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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