Brilliant Financial Strategies (BFS) provides investment advice and financial planning to individuals, high-net-worth individuals, and businesses. BFS offers portfolio management based on individual client goals and risk tolerance. BFS also provides pension consulting services and financial planning, including retirement, college, and debt planning. BFS may use model allocations and clients can impose restrictions on investments.
Assets Under Management$22M
Clients44
Advisors1
Avg. per Client$500K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
For accounts under $20,000 the minimum fee will be $300 or 1.5% depending on which is greater. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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