Bright Lake Wealth Management helps individuals create retirement strategies using investment and insurance products. They offer ongoing investment advice and portfolio management services tailored to individual needs. Bright Lake uses third-party investment advisors to manage client assets. They also provide financial planning services and estate planning services through a partnership with Wealth.com.
Assets Under Management$100M
Clients354
Advisors5
Avg. per Client$290K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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