Advisor at Brighter Retirement Advisors LLC
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Firm
Brighter Retirement Advisors LLC
Location
Lehi, UT 84043
Credentials
Series 65
Industry experience
3 years
Mary Carbine is a Series 65-licensed financial advisor with Brighter Retirement Advisors LLC in Lehi, UT, and has three years of industry experience. She previously worked with Brighter Wealth and CakeFu LLC. Mary is also an independent insurance agent, offering life and annuity products as part of comprehensive retirement planning. Brighter Retirement Advisors LLC serves individual investors, high-net-worth individuals, and charitable organizations, providing comprehensive financial planning and portfolio management. The firm employs a combination of fundamental and technical analysis with a long-term focus and offers supplemental services including tax consulting and Medicare advice.
Based on Brighter Retirement Advisors LLC
Based on Brighter Retirement Advisors LLC
Estate planning services flat fee not to exceed $3,000; Educational courses fees between $50 and $500.
$500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.70% $5,000,000+: 0.50%
One-time commission from third-party institutions for precious metals products typically ranging from approximately 1% to 3% of the amount invested.
Account minimum: $500,000
2000 Ashton Blvd, Ste. 120
Lehi, UT 84043
Utah
Brighter Retirement Advisors LLC
2022 - Present (4 years)
Brighter Retirment
2022 - Present (4 years)
Brighter Wealth
2018 - 2022 (4 years)
CakeFu LLC
2012 - 2018 (6 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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