Bright Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bright Asset Management provides investment supervisory services and financial consulting to individuals, high net worth individuals, families, trusts, and estates. Services include portfolio management, retirement and college planning, estate planning coordination, tax management, and targeted financial consulting on discrete matters.
The firm uses a dynamic, tactical asset allocation approach that can include domestic and international equities, tax-free and taxable bonds, tactical investments, REITs, closed‑end funds, hard assets, ETFs, mutual funds, and individual securities. Investment analysis combines fundamental, technical, and economic/cyclical methods, and strategies are implemented on both discretionary and non‑discretionary bases with plans tailored in consultation with clients and their other advisors.
Noteworthy aspects relative to many peers include managing roughly $62.8 million in discretionary assets for a small client base while offering retainer arrangements to monitor outside accounts (such as 401(k)s, deferred compensation, and trust accounts) and providing complimentary, focused financial consulting. The firm also discloses being named as trustee or co‑executor in several clients’ estate documents and routinely coordinates with clients’ attorneys and accountants, which can extend the adviser’s role beyond typical investment management.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%
Minimum fee: Usually imposes a minimum annual fee of $5,000, applies to household aggregate of client accounts Fee-only: Investment supervisory services fees based on tiered percentage of AUM; retainer fees ranging from $5,000 to $20,000 annually
Main office
Venice FL
Advisors at this office
1
Most active in
Connecticut · Florida
Also doing business as
Bright Asset Management · Bright Asset Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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