BrightPath Financial, located in Boynton Beach, FL, offers comprehensive financial planning services to individuals and families. As a fee-only advisor, BrightPath does not sell insurance or investment products, nor does it accept commissions. Services include financial goal analysis, retirement planning, budgeting, employee benefits review, tax planning, insurance review, estate plan review, and investment management. Investment strategies lean towards passive investment management for most asset categories with some active management in others.
Assets Under Management$48M
Clients28
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.2M | 0.95% |
| $1.2M - $1.7M | 0.80% |
| $1.7M - $2.2M | 0.70% |
| $2.2M - $3.2M | 0.60% |
| $3.2M - $4.2M | 0.50% |
| $4.2M - $8.0M | 0.40% |
| $8M+ | 0.35% |
The minimum annual fee is $5,000 and the maximum annual fee is $40,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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