BrightPath Wealth Planning provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. BPWP offers wealth management services, including investment management and financial planning. Investment strategies are primarily long-term focused, using low-cost, diversified mutual funds and ETFs. Financial planning is offered as part of wealth management or as a stand-alone service.
Assets Under Management$190M
Clients124
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$190M
www.facebook.com/brightpathwealth ·www.linkedin.com/company/brightpath-wealth-plan... ·www.brightpathwealth.com
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy clients may be billed under a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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