Bright Road Wealth Management offers ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. The firm uses fundamental analysis and long-term trading strategies, along with options strategies like covered calls, to manage client portfolios. In addition to individual wealth management, Bright Road Wealth Management provides advisory services for participant-directed retirement plans. The firm operates as a registered investment advisor based in Anchorage, Alaska, serving individuals, high-net-worth clients, trusts, estates, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Rates above $5,000,000 are negotiable.
