Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bright Portfolios' management fee ranges from 0.15% to 0.75% based on the assets under management in the model portfolios. Fees are typically charged quarterly in arrears and are negotiable. The final fee schedule is outlined in the agreement with the other Advisors.
Areas of Practice
Advisor Information
Office location
11 SE 2nd St, Lee'S Summit, MO, 64063
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Benjamin is a co-owner/chief investment officer at Bright Portfolios, LLC, and an investment adviser representative/financial advisor at Wise Wealth, LLC, dedicating about 10-20% of his time to each. He also owns Three Nine Investments, LLC, a holding company, which takes nearly full-time hours.