Bright Legacy LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bright Legacy provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages roughly $9.6 million for about 40 client relationships and generally delivers portfolio management alongside financial planning in fee-based engagements.
The firm’s investment approach is primarily long-term and value-oriented, employing fundamental and technical analysis to construct portfolios of individual stocks, ETFs, and mutual funds; positions are typically held for more than a year but may be traded shorter-term for rebalancing or client-driven needs. Engagements commonly begin with a financial planning review to set objectives and risk tolerance, after which Bright Legacy implements and monitors discretionary strategies through its custodian relationship.
Noteworthy aspects include that certain advisory personnel are licensed insurance professionals who may receive separate commissions for insurance sales, a practice the firm discloses and treats as outside the advisory engagement and a potential conflict of interest for clients to consider. In addition, a principal operates a separate mortgage origination business (spending significant time on that activity), and the firm combines individual wealth management with ERISA retirement-plan advisory services, which may result in more integrated plan-level consulting for some clients.
Client services
Expertise
Occupation focus
Fee options
1.00% - 2.00% annually (negotiable)
Main office
15335 Fairfield Ranch Road, Suite 240
Chino Hills CA 91709
Advisors at this office
1
Most active in
California
Also doing business as
Bright Legacy Asset Management Group · Bright Legacy 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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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