Brightview Financial Solutions offers financial planning and investment management services. Financial planning involves understanding a client's goals and financial background to create a plan. Investment management is offered on a discretionary basis, using a third-party investment manager, First Ascent Asset Management. Brightview helps clients select an appropriate investment strategy and monitors performance.
Assets Under Management$42M
Clients21
Advisors1
Avg. per Client$2M
Avg. per Advisor$42M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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