Brightway Wealth Planning provides financial planning services covering investment choices, portfolio construction, cash flow management, retirement, risk management, estate, and tax planning. Brightway Wealth Planning also provides ongoing supervision of investment accounts. The firm manages portfolios on a non-discretionary basis.
Assets Under Management$1.8M
Clients15
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For the benefit of discounting your asset-based fee, we will aggregate accounts for the same household. Fees are negotiable and may be waived or discounted for associates and their family members, as well as preexisting relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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