Brian Johnson
Brian Johnson is a registered investment advisor at Brightpath Wealth Advisors LLC, based in Raleigh, NC, with 10 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)
Financial
August 2020Other Business ActivitiesSells Insurance
Brian is an insurance agent since 1996. This activity takes about half of Brian's time.
Employment History
Current Registrations
Brightpath Wealth Advisors LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Simplicity Wealth
W&s Brokerage Services, INC.Broker
Jbs Liberty Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.