Barry Boscoe
Barry Boscoe is a CFP-designated registered investment advisor at Brighton Advisory Group, based in Encino, CA, with 19 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Brighton Advisory Group's fee for evaluating a client's situation and preparing a financial plan ranges from $300 to $450 per hour, with a minimum fee of $5,000 and a maximum fee of $25,000. Fees for annual reviews are determined and agreed upon prior to signing the agreement.
Location
5704 Lindley Ave, Encino, CA, 91316
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Brighton Advisory Group
Previous Registrations
Brighton Advisory Group
State Registrations1 state
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