To build a financial advisory model that achieves economies of scale using technology to reduce unnecessary expenses while reaching a wider demography of investors.
Using today’s latest technology, a less erosive pricing model, and a brokerage platform located in Silicon Valley and not on Wall Street, Future Bright advisors are proving that a small firm can achieve economies of scale as effectively as its larger competitors. But there’s a key difference. Instead of passing the cost savings up the food chain of our company, we pass the cost savings out to our clients.
We are changing the culture of our industry and leveling the playing field between clients and advisors. By simply shifting the bias away from the product sale and placing it squarely on the advice delivered throughout your financial life, Future Bright is committing to providing you a better way to achieve financial independence.