Brighton Securities CORP.
Assets Under Management
$986.2M
Number of Clients
1,924
Number of Advisors
24
Average Client AUM
$513K
AUM per Advisor
$41.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Brighton Securities provides continuous investment advice based on individual client needs. They develop personal investment policies and manage portfolios accordingly. Services include Wells Fargo programs, a SAMI proprietary managed account program, and consulting services. They also offer financial planning, insurance products, and tax preparation for a fee.
Fee Structure
Client accounts may have a management fee ranging from 0.25% to 3.00%, depending on account value and the investment program selected. Fees are charged quarterly in advance. The SAMI Proprietary Management Account Program requires a minimum of $10,000 of assets under management, but this may be negotiable. Consulting services are available at an hourly rate of $150 to $1,000, or a fixed flat fee, agreed upon on a case-by-case basis.
Areas of Practice
Location
1703 Monroe Avenue, Rochester, NY, 14618