Receive a custom plan and hands on coaching from a Certified Financial Planner to achieve your financial goals.
Build wealth and improve lifetime returns through a professionally designed investment portfolio and real-time counseling.
We are focused on long-term results while seeking short-term opportunities to maximize your portfolio returns. Factors that determine our portfolio building strategy are:
We understand that managing your emotions is just as important as managing your portfolio itself.
A common mistake made by the average investor is attempting to time the market out of fear or greed. Practicing discipline consistently over a long period of time with your investment portfolio is very challenging.
This is the main reason why the average individual investor has only experienced a fraction, approximately 25%, of what the market has returned over the long-term. Through client education and real time counseling, our clients are equipped to avoid mistakes that can negatively impact their lifetime portfolio returns.
By being well equipped with knowledge and effective guidance, our clients confidently navigate the ups and downs of the market knowing they are well positioned for long-term success.
Our advisory fee is based on a tiered, also known as breakpoint, schedule. The entire portfolio is charged the same asset management fee based on the total account value of assets managed by Bright Wealth Advisors.
Assets Under Management
Up to $100,000
$100,001 to $250,000
$250,001 to $500,00
$500,001 to $1,000,000
$1,000,001 to $2,000,000
$2,000,001 to $3,500,000
$3,500,001 to $5,000,000
$5,000,001 to $10,000,000
Perhaps, you are so overwhelmed that you aren’t sure you can commit to an annual planning process. Maybe you want to first get your budget in the right order before deciding on what to attack next.
Our topic focused planning is perfectly suited for individuals who have a pressing and time-sensitive issue(s) to resolve or may only need advice on a particular area of planning.
*Fees will vary depending on complexity. Please schedule a call to determine the most appropriate plan for your unique situation*