Brilliant Advice offers wealth counseling and investment advisory services to individuals, families, trusts, estates, family businesses, and charitable organizations. They focus on understanding clients' needs and goals to create a financial roadmap. Investment advisory services include discretionary management of portfolios using various asset classes. Brilliant Advice uses a technology-driven service model and transparent pricing. They do not act as a custodian of client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are not negotiable. In certain circumstances, Brilliant Advice may determine that specific assets should be excluded from our fee calculations. In certain circumstances, and at Brilliant Advice’s discretion, our fees may be reduced on large cash balances or legacy positions. Charitable entities may be charged 0.10% on all assets.