Bright Road Wealth Management (BRWM) offers investment management and financial planning services. For investment management, BRWM creates a plan based on your goals, risk tolerance, and time horizon. They may ask for authority to make trades without asking you each time. Financial planning covers investments, insurance, taxes, retirement, college, and debt. BRWM also advises retirement plans, helping them choose investments and educate participants.
Assets Under Management$440M
Clients622
Advisors10
Avg. per Client$710K
Avg. per Advisor$44M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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