Ryan Scott is a registered investment advisor at Brighter Financial Capital Management, LLC, based in Reston, VA, with 3 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 338 clients with $140M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.15% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
Fees are negotiable. For accounts on the AE Wealth Management platform, the same fee schedule applies, with an additional platform fee of up to 0.20%. For accounts on the AssetMark platform, BFCM's fee schedule is: - **Up to $100,000**: 1.25% per year - **$100,001 to $500,000**: 1.00% per year - **$500,001 to $1,000,000**: 0.90% per year - **Over $1,000,000**: 0.75% per year Variable annuity management fees are 1% annually.
1984 Isaac Newton Sq. W, Suite 203, Reston, VA, 20190
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