Bright Investments, based in Auburn, Alabama, manages investments for endowments, trusts, pension plans, corporations, and individuals. Bright Investments focuses on delivering investment performance through careful equity selection and attention to valuation. They offer both discretionary and non-discretionary accounts, tailoring their advice to each client's financial situation and investment goals. Clients retain ownership rights to their accounts held at Fidelity/NFS.
Assets Under Management$140M
Clients45
Advisors4
Avg. per Client$3.1M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.95% |
| $50M+ | 0.75% |
Fees are subject to negotiation at Bright Investments’ sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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