Brightscape Investment Centers
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$104,000,000
Total clients
145
40% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
36
Average account size
$717,241
Client services
Financial planning
Portfolio management
Fee options
Fixed financial planning fees range from $500 to $10,000, negotiable; pension consulting fees range from $1,500 to $25,000, flat fees.
$0 - $100,000: Up to 2.00% $100,001 - $300,000: Up to 1.00% $300,001+: Up to 0.75%
Hourly financial planning fees range from $200 to $475 per hour, negotiable.
Account minimum: $100,000 Fee-only: Flat or periodic fees for asset management services available; periodic fees range from $500 to $3,500 per review.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Forms ADV
Quick links
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