Advisor at Bright Asset Management
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Firm
Bright Asset Management
Location
Venice, FL
Credentials
Series 63, Series 65
Industry experience
24 years
Larry Bright is the managing member of Bright Asset Management with 24 years of industry experience. He has led Bright Asset Management since 2006 and previously worked at Digitafi LLC from 2019 to 2022. Larry holds Series 63 and Series 65 licenses. Bright Asset Management is an independent advisory firm serving individuals, high-net-worth clients, families, trusts, and estates. The firm provides investment supervisory and consulting services with a dynamic, tactical asset allocation approach across various asset classes, managing accounts on a discretionary basis and offering specialized services such as estate planning and coordination of external assets.
Based on Bright Asset Management
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $3,000,000: 0.50% $3,000,000+: 0.25%
Account minimum: No minimum portfolio size, but usually imposes a minimum annual fee of $5,000 (household aggregate) Minimum fee: Usually a minimum annual fee of $5,000 applied at the household aggregate level; may be negotiated or adjusted based on client circumstances Fee-only: Investment supervisory services fees based on tiered AUM schedule; retainer services offered with fees typically ranging from $5,000 to $20,000 annually, negotiated by agreement
Venice, FL
Connecticut · Florida
Digitafi LLC
2019 - 2022 (3 years)
Bright Asset Management Llc
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Venice, FL
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Series 63, Series 65
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King Retirement Solutions, LLC
Series 63, Series 65
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Wealth Architects LLC
CFP®, Series 63, Series 66
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Kienzle Wealth Consulting LLC
CFP®, Series 63, Series 65
Venice, FL
Fiduciary Consulting Group, Inc.
ChFC®, Series 66
Englewood, FL
JK PWA LLC
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