Peter Kozak is a CFP-designated registered investment advisor at Brightpath Wealth Planning, LLC, based in Camarillo, CA, with 19 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 132 clients with $210M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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