Bookman Bright, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
209 Delburg St., Suite 205
Davidson NC 28036
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Bookman Bright Inc · Bookman Bright Retirement Planners · Bookman Bright Retirement Planning & Capital Management · Bookman Bright, Inc · Bookman Bright, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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