Brightworks Financial Planning provides financial planning and investment management services to individuals, high net-worth individuals, pension and profit-sharing plans, and corporations. Brightworks Financial Planning may recommend third-party professionals such as attorneys, accountants, tax advisors, and insurance agents. Brightworks Financial Planning may occasionally be paid for referral to third-party investment professionals when acting in a co-advisory relationship with the referral firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Wealth Management services are not offered below $250,000 AUM, but relationships may exist where the inclusion of such services may occur at a higher or lower AUM on a case-by-case basis. The fee calculation does not include fees that may be charged by Outside Manager, which are disclosed elsewhere upon account opening. Current client relationships may exist where the fee charged may be higher or lower than the fee schedule reflected above.