Broker Check


Why hire Bright Investments?

  • You would hire us to manage your investments (institutional or individual) for you.
  • You would hire us because we are a fiduciary, and we must act in your best interest in
    all circumstances.
  • You would hire us because you trust us, and you believe in our long-term below-average
    risk value strategy.
  • You would hire us because of our performance.
  • You would hire us because of our team approach.
  • You would hire us because of our superior client experience.

Who are Bright Investments' types of clients?

What are the annual fees?

Institutional Investors: Negotiable

Individual Investors:

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.

Contact Us

Thank you!