How does the advisor help clients – Key Takeaways:
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. is dedicated to providing expert financial services to individuals and businesses. With a team of highly knowledgeable and experienced advisors, Brighton Securities is well-equipped to assist clients in achieving their financial goals.
Some key takeaways on how Brighton Securities can help clients include:
- Comprehensive financial planning strategies tailored to individual client needs.
- Expertise in investment management and portfolio diversification.
- Access to a wide range of financial solutions and products.
- Commitment to client education and communication throughout the financial planning process.
Facts and Insights
Founded in 1969, Brighton Securities has over 50 years of experience in the financial services industry. The firm is based in Rochester, New York and has grown to become a leading investment firm in the region. With a team of over 50 advisors, Brighton Securities has the knowledge and resources to assist clients in all areas of financial planning and management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 50+ | 50+ years |
Financial Services Offered
Brighton Securities offers a wide range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
- Education planning
- Business planning and consulting
Client Types
Brighton Securities serves a diverse range of clients, including individuals, families, small businesses, and corporations. With a client-focused approach, the firm is dedicated to providing personalized financial solutions to meet the unique needs of each client.
Fees & Compensation
Brighton Securities is a fee-based firm, which means that advisors are compensated through a combination of client fees and commissions. This fee structure aligns the interests of the advisor with those of the client, as the advisor’s compensation is directly tied to the success of the client’s investments.
The specific fees and compensation for each client will vary depending on the services provided and the client’s individual financial plan.
Background
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. was founded in 1969 by financial industry veteran Miles B. Brighton. The firm has since grown to become a well-respected and highly reputable investment firm with a strong presence in the Rochester, New York area. With a commitment to providing personalized and comprehensive financial planning solutions, Brighton Securities has built a loyal and satisfied client base over the past 50 years.
Financial Advisor Disclosures to Know
As a registered investment advisor, Brighton Securities is required to comply with all regulations and disclosures set forth by the Securities and Exchange Commission (SEC). Some important disclosures to keep in mind when working with a Brighton Securities advisor include:
- The firm has a fiduciary duty to act in the best interest of its clients at all times.
- Brighton Securities and its advisors may receive compensation from third parties for recommending certain investment products or services.
- Advisors are required to disclose any potential conflicts of interests to clients.