Allison Brown
Allison Brown is a CFP-designated registered investment advisor at Brightpath Wealth Advisors LLC, based in Crofton, MD, with 14 years of industry experience. Allison 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
2138 Priest Bridge Court, Suite 1, Crofton, MD, 21114
Get directionsHistory
Regulatory History (2)
Regulatory
April 2023Regulatory
April 2021Other Business ActivitiesSells Insurance
Allison is a sole proprietor working as an insurance agent since 2007, dedicating about a quarter of her time to this activity. She is also a managing member of Brightpath Retirement Solutions LLC, focusing on tax planning and spending about 10-20% of her time there.
Employment History
Current Registrations
Brightpath Wealth Advisors LLC
Previous Registrations
Alphastar Capital Management, LLC
State Registrations3 states
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.