Advisor at Bright Lake Wealth Management, LLC
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
Bright Lake Wealth Management, LLC
Location
Redding, CA 96003
Credentials
Series 65
Industry experience
2 years
Mac Thatcher is a financial advisor at Bright Lake Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Pine Brook Financial and Dutch Bros Coffee. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning and discretionary portfolio management. The firm uses model portfolios implemented by third-party money managers and employs a goals-based household approach to ongoing monitoring and rebalancing.
Based on Bright Lake Wealth Management, LLC
Based on Bright Lake Wealth Management, LLC
Estate planning services fee: $2,200 total ($1,200 paid in advance, remainder upon delivery)
$0+: Up to 1.65% annually (maximum annual advisory fee) $0+: Advisory Fees charged by the Firm and third-party managers will not exceed 2%
Insurance products sold through affiliate Bright Lake Financial, Inc. involve commissions and other compensation
Fee-only: Investment advisory fees based on assets under management, no commissions on advisory services
1445 Victor Ave, Suite D
Redding, CA 96003
California
Pine Brook Financial
2023 - Present (3 years)
Dutch Bros Coffee
2017 - 2023 (6 years)
Foothill High School
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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