Brighthaven Financial Advisors's Form ADV discloses 1.50% on the first $500,000, 1.35% on the next $2 million, 1.20% on the next $1.5 million, and 1.00% on assets above $4 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #318730), Brighthaven Financial Advisors is subject to fiduciary duty under federal law.
Brighthaven Financial Advisors is headquartered in HUNTSVILLE, AL.
Brighthaven Financial Advisors serves 24 high-net-worth clients according to their SEC filing dated September 25, 2026. View client details ↓
According to their SEC Form ADV, Brighthaven Financial Advisors offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Brighthaven Financial Advisors manages $107 million in client assets according to their SEC filing dated September 25, 2026.
According to their SEC Form ADV, Brighthaven Financial Advisors serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓