Institutional InvestorsIndividual Investors
Institutional Investors: Negotiable
First $1 million - management fee = 1.25%
Next $9 million - management fee = 1.00%
Next $40 million - management fee = 0.95%
Thereafter - management fee = 0.75%
Brokerage expenses and/or transaction ticket fees charged by the qualified custodian are billed directly to you by the qualified custodian. Bright Investments does not receive any portion of such commissions or fees from you or the qualified custodian. In addition, you may incur certain charges imposed by third parties other than Bright Investments in connection with investments made through your account including, but not limited to, mutual fund sales loads, 12(b)-1 fees and surrender charges, surrender charges, IRA and qualified retirement plan fees, and charges imposed by the qualified custodian(s) of your account. Management fees charged by Bright Investments are separate and distinct from the fees and expenses charged by investment company securities that may be recommended to you. A description of these fees and expenses are available in each investment company security’s prospectus. We do not receive any portion of the fees or expenses charged by investment companies.
Bright Investments and our supervised persons do not accept or receive compensation based on the sale of securities or other investment products such as asset-based sales charges or service fees from the sale of mutual funds.
The minimum is $1 million.
Pershing, LLC is our preferred custodian for your account. The account remains in the client’s name.
Cash balances are swept into a money market fund. They may be FDIC insured up to $250,000, but there are a variety of money market funds available to our clients.
Machen McChesney, LLP serves as Bright Investments' independent accountants.
Clients may access their account through the online portal marked “client login” at the top of the website or through their Bright Investments mobile phone app. They may contact us directly for distributions at any time.
Contact us via phone (334) 321-2321 or complete the Contact Us form at the bottom of this page.
A fiduciary must act in the best interests of the client in all circumstances.
Yes. We believe part of our fiduciary duty is to protect client information, so we employ best-in-class IT security.
As your discretionary investment manager, we will invest your assets on your behalf.
We can prepare comprehensive financial plans for our clients or as a single engagement.
Our ideal client is a high net-worth individual or institution that wants a superior client experience, moderate risk, and superior long-term performance through a separately managed account managed by a team of experts who will always act in your best interests.
Bright Investments is 100% employee-owned.