Brightwater Advisory, Llc
Tampa, Florida
Brightwater Advisory, LLC, a small investment advisory firm based out of Tampa, FL, operates with the goal of providing comprehensive financial guidance to its clients. With one office in Tampa, the firm comprises a team of six dedicated professionals, two of whom specialize in investment advisory services. With an average of $105,250,000 in assets under management per investment advisor, Brightwater Advisory, LLC maintains an industry-average position. The firm employs a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Although 401K and ind...
See more
Loading...

Assets Under Mgmt

$210.5M

Investment Professionals

2

Locations

0

% 401K & Individual

25%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.