Brian Debruin
Brian Debruin is a registered investment advisor at Brightpath Wealth Advisors LLC, based in Raleigh, NC, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 140 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BrightPath Wealth Advisors charges an annual investment advisory fee of 1.5% of the total value of your portfolio. This fee may be negotiable. If BrightPath uses sub-advisors to manage your investments, you may pay additional fees, but the total fee will not exceed 3% per year. When assets are managed by Prosperity Capital Advisors, they charge fees ranging from 0.20% to 0.50% depending on the amount invested. Prosperity Capital Advisors also charges a minimum annual advisory fee of $150.00 if the fee schedule does not meet that threshold.
Location
2501 Blue Ridge Rd, Suite 300, Raleigh, NC, 27607
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2018Other Business ActivitiesSells Insurance
Brian is a sole proprietor selling life insurance and annuities as an insurance agent since 2020, dedicating about half of his time to this. He also works as an adjunct professor at Wake Tech Community College, teaching financial and investment-related courses for minimal time.
Employment History
Current Registrations
Brightpath Wealth Advisors LLC
Previous Registrations
Carroll Financial Associates INC
Eqis Capital Management
Prosperity Capital Group, INC.
Park Avenue Securities LLC
C.P. Advisory Services
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.