BrightPath Wealth Advisors provides investment management based on individual client goals and risk tolerance. They create investment policy statements and may use sub-advisors. BrightPath also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Seminars and workshops are held to educate the public.
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.