Future Bright
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$73,216,543
Clients
396
Advisors
4
across 2 offices
About
Future Bright provides discretionary investment management and related advisory services to individuals, high‑net‑worth clients, small businesses and retirement plans, including ERISA plan work and 3(38) investment‑manager services. The firm also offers complimentary “assets held away” advice to individuals with employer‑sponsored plans as an adjunct to its asset management offering.
The firm uses a mix of fundamental, technical and cyclical analysis to build portfolios that are predominantly invested in equities, open‑end mutual funds and ETFs, with accounts managed under documented investment policy statements and periodic reviews. For clients who meet the accredited investor standard, Future Bright may allocate capital to private placements such as Pre‑IPO stock funds, while noting the valuation and liquidity risks those investments entail.
Future Bright’s operating profile differs from many peers in that it manages several hundred client relationships across a four‑advisor team, a client‑to‑advisor load that is uncommon in this peer group and may influence how advice and monitoring are delivered. The firm recently transitioned to SEC registration, is owned in part by two silent partners, and discloses that its managing member maintains a limited insurance practice, each of which are operational details that distinguish it from many similarly sized advisors.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% annually (for clients onboarded after 2/1/2022); 1.00% annually (grandfathered clients before 2/1/2022) $500,001 - $3,000,000: 1.00% annually (clients onboarded after 2/1/2022); 0.80% annually (grandfathered clients before 2/1/2022) $3,000,001+: 0.75% annually (clients onboarded after 2/1/2022); 0.60% annually (grandfathered clients before 2/1/2022)
Fee-only: Fees based on assets under management; fee-only compensation, no commissions received.
Main office
See officeMaple Grove MN
Advisors at this office
3
Most active in
Arizona · Iowa · Minnesota · North Dakota · South Dakota · Texas
Also doing business as
Future Bright · Future Bright, 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.
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Advisors at this firm
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