Brightstone Advisors LLP

Brightstone Advisors LLP (CRD# 150936) is a financial advisory firm headquartered in Fishers, IN. They manage $26,138,835 in 74 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $353,228
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Brightstone Advisors LLP
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey B. Sturgis
CRD#: 3180650
11650 Lantern Road, Suite 207, Fishers, IN 46038
96
Wealthminder
score

Jeffrey Sturgis (CRD# 3180650) is an Investment Advisor Representative working at Brightstone Advisors LLP in Fishers, IN and has over 17 years of experience in the finance industry. Jeffrey Sturgis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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