Bookman Bright, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,643,601
Clients
87
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
87
Very HighAverage account size
$260,271
About
Bookman Bright, Inc. advises individual clients and provides services for employer retirement plans, offering comprehensive financial planning, portfolio management, and pension-plan consulting. The firm delivers written financial plans for planning engagements, ongoing account management, and may recommend third-party investment advisers to manage part or all of a client’s assets.
Portfolios are built around an asset-allocation framework and are managed using a combination of fundamental and technical analysis, with periodic rebalancing and the option for discretionary trading when authorized. The firm uses institutional custodial platforms and may place clients with third-party managers where appropriate, disclosing those relationships to clients.
The brochure discloses that the firm’s principal is a licensed insurance agent who may receive commissions for insurance and tax-planning products, creating revenue separate from advisory fees. Additionally, the firm’s pension-plan design work for businesses and its participation in institutional custodian programs (with related operational benefits) are notable features relative to many peers of similar scale.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Medicare planning
Social Security optimization
Long-term care insurance
General retirement planning
Fee options
$500 to $2,500 depending on complexity and scope, negotiable
$0 - $1,000,000: 0.95% $1,000,001+: 0.55%
Main office location
Bookman Bright, Inc.
209 Delburg St., Suite 205
Davidson NC 28036, United States
Number of offices
1
Most active in
Bookman Bright, Inc. has reported serving >5 clients in these states in the last 12 months.
North Carolina
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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