BrightEdge Wealth Management is a fee-only firm providing financial planning, retirement plan consulting, tax planning, and investment advice. They focus on understanding a client's current financial situation to help them achieve their goals. Services include reviewing assets, liabilities, income, expenses, risk tolerance, tax exposure, and retirement planning needs. BrightEdge Wealth Management offers subscription-based services and does not sell commissioned products.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
BrightEdge Wealth Management's annual fee for investment advisory services is charged either as a percentage of your portfolio or based on your average gross income over a three-year period. The specific fee structure is detailed in your investment advisory agreement.
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