BRIGHTPLAN LLC
San Jose, California
Brightplan LLC is a local investment advisory firm based out of San Jose, CA, with one office. With a team of 53 employees, a small percentage of them specialize in providing investment advisory services. Each investment advisor at Brightplan LLC manages an average of approximately $1,070,000 in assets under management. The firm offers a diverse compensation structure, including a percentage of assets under management and fixed fees. Over 80% of their assets under management come from employer 401K plans or individual investors. With their extensive expertise, Brightplan LLC excels in managing 401K plans for both employers and emplo...
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Assets Under Mgmt
$7.47M
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Articles
Articles
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