MT
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
252 clients
Average Client Portfolio
$303K average
Assets Under Management
$76.4M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
The firm charges a maximum annual advisory fee of 1.65%, which may be modified lower. This fee is inclusive of any third-party manager fees unless otherwise specified. The firm does not charge a minimum advisory fee, and advisory fees charged by the firm and other third-party managers will not exceed 2%. The firm does not charge a separate fee for financial planning services at this time.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information
Office location
1445 Victor Ave, Suite D, Redding, CA, 96003
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Bright Lake Wealth Management, LLC
August 2023 - Present · 2 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.