BrightTree Wealth Management offers investment management services, including assessing risk tolerance, creating investment strategies, and monitoring performance. They also provide financial planning services, such as reviewing financial goals, developing financial management strategies, and retirement planning assessments. BrightTree Wealth also offers sub-advisory services to unaffiliated, third-party investment advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.41% |
| $100K - $249K | 2.31% |
| $249K - $500K | 2.21% |
| $500K - $750K | 2.11% |
| $750K - $1000K | 2.01% |
| $1000K - $2.0M | 1.95% |
| $2.0M - $3.0M | 1.85% |
| $3M+ | 1.10% |
Schedule is for retirement planning and wealth management. For pension planning and advising services, the annual fee ranges from 2.00% on amounts under $100,000 to a negotiable rate on amounts over $3,000,000. Sub-Advisory Services are also offered with a different fee schedule. Total fees charged by our firm will not exceed 3% of assets under management.