Rate this Article

How well did this article answer your question?



What does BrightFolio cost?


You will pay one management fee charged as a percentage of your BrightFolio account(s) value with a minimum annual dollar amount of $90. This fee covers the services associated with your BrightFolio account(s) including all investment management activities, client support and online access. Management fees are billed quarterly in advance. The initial management fee for any partial calendar quarter will be pro-rated based on the number of calendar days in the partial quarter.

For details on your management fee, please refer to the Investment Advisory Agreement that you signed upon opening your BrightFolio account(s). Dollar amounts charged for fees are also visible on your account statements.