Brightview Financial Solutions, LLC provides personalized financial planning and investment management services to individuals and high net-worth individuals. The firm creates customized financial plans covering retirement, cash flow, debt management, college savings, employee benefits, estate planning, insurance, and tax strategies. For investment management, Brightview Financial Solutions partners with a third-party investment advisory firm, First Ascent Asset Management, to build and manage portfolios using passive investment strategies and Modern Portfolio Theory. The firm is led by Sheila McGinn and operates out of Redwood City, California.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Accounts valued above $2,000,000 use a blended rate. Total advisory fees charged by the firm and third-party managers will not exceed 3% annually.