| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are generally negotiable.
16930 East Palisades Blvd., Suite 100-C, Fountain Hills, AZ, 85268
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Learn about disclosures →Scott is the senior financial trainer and personality for BrightWealth Academy, receiving commission from online video training sales. He is also an insurance agent for BrightAdvisor, LLC, earning commission on insurance and annuity products, and a managing partner providing tax strategy and planning advice, dedicating about half of his time.