Advisor at Pennyfarthing Investment Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pennyfarthing Investment Management, L.L.C.
Location
Belchertown, MA
Credentials
CFA®
Industry experience
22 years
Eric Bright is a CFA® charterholder and the sole advisor at Pennyfarthing Investment Management, L.L.C. in Belchertown, MA, with 22 years of industry experience. He has been with Pennyfarthing since 2003. Pennyfarthing Investment Management provides discretionary investment counseling and portfolio management for individuals, trusts, and charitable endowments, as well as consulting services for portfolios managed by other institutions. The firm emphasizes a long-term, research-driven investment process that integrates fundamental, behavioral, and technical analysis, and offers an ESG-integrated mutual fund and ETF service called Bright Penny Freedom.
Based on Pennyfarthing Investment Management, L.L.C.
Based on Pennyfarthing Investment Management, L.L.C.
$0 - $500,000: 1.0% $500,001 - $2,000,000: 0.8% $2,000,001+: 0.6%
$150 per hour consulting fee with $450 minimum
Account minimum: $400,000 Minimum fee: $4,000 per annum minimum fee Fee-only: Fees based on assets under management; no commissions received; fee-only adviser
Belchertown, MA
Massachusetts
Pennyfarthing Investment Management, L.L.C.
2003 - Present (23 years)
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