Brighton Wealth Management, Inc. (Salt Lake City)

Brighton Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Brighton Wealth Management: assets under management

The assets under management (AUM) of Brighton Wealth Management, Inc. is $36.4 million. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.47 million in discretionary accounts and $8.92 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $227.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $811.1 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brighton Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Salt Lake City

The principal office where Brighton Wealth Management, Inc. performs its advisory services is located at 480 E. Winchester Street, Salt Lake City, UT 84107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-261-1611 or by fax 801-261-3707. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday.

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