A complete list of active advisors currently associated with Bright Angel Advisors LLC
Warmer can help you find a great advisor at Bright Angel Advisors LLC or one who fits your needs even better.
Bright Angel Advisors provides ongoing discretionary portfolio management to individuals, high‑net‑worth individuals, and charitable organizations, creating individualized Investment Policy Statements that document clients’ income, tax considerations, and risk tolerance. The firm manages roughly $224 million across a concentrated group of about 35 client accounts and typically invests in mutual funds, equities, fixed income, and ETFs, including precious‑metal ETFs. The adviser combines fundamental and technical analysis with a long‑term trading orientation, implements asset allocation and regular monitoring, and conducts monthly reviews of client accounts. Bright Angel Advisors requires clients to custody assets at Schwab Institutional and discloses it may receive research and related services from that custodial relationship. The principal is a licensed CPA who owns an affiliated accounting practice and may offer tax preparation and accounting services to clients, although clients are not required to use those services. The firm does not participate in wrap fee programs, does not aggregate trades across client accounts, and manages all accounts directly rather than selecting third‑party investment managers.
To learn more about the advisors currently working at Bright Angel Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St. Paul, MN
| 7
| |
St. Paul, MN
| 3
|
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