Bright Portfolios, LLC
Assets Under Management
$81.1M
Number of Clients
1
Number of Advisors
1
Average Client AUM
$81.1M
AUM per Advisor
$81.1M
Compensation
Fee-Only (AUM)
About This Firm
Bright Portfolios, LLC manages investment strategies for other registered investment advisors and serves as a subadvisor to the Bright Portfolios FIS Bright Portfolios Focused Equity ETF. They use quantitative screens, values-based screens, and fundamental analysis.
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
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
Investment ManagementSocially Responsible Investing
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Location
11 SE 2nd St, Lee'S Summit, MO, 64063