Overview

Total Firm Assets
$179 million
Average High-Net-Worth Client Portfolio Size
$2.1 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: BRIGHTTREE FINANCIAL - ADV PART 2A & B BROCHURE (2024) (2026-10-22) · View brochure text

MinMaxDisclosed Annual Rate
$0 $100,000 2.41%
$100,001 $250,000 2.31%
$250,001 $500,000 2.21%
$500,001 $750,000 2.11%
$750,001 $1,000,000 2.01%
$1,000,001 $2,000,000 1.95%
$2,000,001 $3,000,000 1.85%
$3,000,001 and above 1.10%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $21,700 2.17%
$5 million $81,700 1.63%
$10 million $136,700 1.37%
$50 million $576,700 1.15%
$100 million $1,126,700 1.13%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
81.27%
Number of High-Net-Worth Clients
69
Total Client Accounts
191
Discretionary Accounts
191

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
304721
  • BRIGHTTREE FINANCIAL - ADV PART 2A & B BROCHURE (2024) (2026-10-22) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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