Bright Wealth Management is a registered investment advisor that offers continuous portfolio management services. They tailor their investment advice to meet your individual needs and investment goals. Bright Wealth Management uses equity securities, exchange traded funds, mutual funds, U.S. government securities, Securities Issued by Pooled Investment Vehicles, and options strategies in its portfolio management programs. They may also recommend investments in affiliated private placement offerings.
Assets Under Management$260M
Clients180
Advisors7
Avg. per Client$1.5M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Fixed income portfolios are subject to a fee of 0.75%.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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