Top financial advisors in Webster, NY
We've curated a list of the best financial advisors in Webster, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $323,153,830 Number of advisors 20 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Webster, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Bright Futures Wealth Management, LLC
Bright Futures Wealth Management, LLC offers a wrap fee program where clients pay a single fee covering portfolio management services and brokerage costs. The fee is based on total assets under management, ranging from 2.75% for assets up to $10,000 to 1.25% for assets over $5,000,000. Fees are negotiable based on client needs. Clients can choose billing methods and have the option to terminate the contract within five business days without penalty. The firm uses various methods of analysis such as charting, cyclical, fundamental, and technical analysis for investment strategies. Clients have discretion over their investments, with BFWM requesting authority to execute transactions without prior client approval. The firm primarily advises on registered investments, including mutual funds, fixed income securities, and ETFs. Clients receive regular reports and have access to the portfolio manager for communication. BFWM discloses potential conflicts of interest, such as receiving compensation for recommending third-party money managers. The firm acts as a fiduciary and does not accept performance-based fees. There is no minimum account requirement, and services are available to individuals, accredited investors, entities, trusts, and pension plans.
$323,153,830 under management
20 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Webster, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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