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Brightside Partners

Headquartered in BALTIMORE, MD

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Firm Information

Brightside Partners is an investment advisor located in Baltimore, MD. They manage a total of $853,105,653 in assets for 486 clients, primarily high-net-worth individuals. Their services include financial planning and portfolio management for individuals. They also offer selection of other advisors.

Brightside Partners

6300 BLAIR HILL LANE

BALTIMORE, MD 21209

$853.11M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets advised on

Branch Locations (2)

BRIGHTSIDE PARTNERS has a total of 2 branch locations across the country.
location

McLean, VA

location

Baltimore, MD

Advisors at Brightside Partners

View All 2 Advisors
Unclaimed
Justin C. Bakewell

RA

BALTIMORE, MD

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Unclaimed
Pace Roy Kessenich

RA

Baltimore, MD

View Profile

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Disclosures

There are no public disclosures for Brightside Partners.

Frequently Asked Questions (5)

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