Peter Kozak is a CFP-designated registered investment advisor at Brightpath Wealth Planning, LLC, based in Camarillo, CA, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 5 more. Their firm serves 124 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Contact
Peter Kozak
Location
5999 B Ridge View Street, Camarillo, CA, 93012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brightpath Wealth Planning, LLC
Previous Registrations
Walpole Financial Advisors, LLC
Kozak Financial Advisory
State Registrations1 state
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Exams