Brilliant Financial Advisors (BFAL) provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. BFAL also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. BFAL primarily advises on mutual funds, insurance products including annuities, stocks, and ETFs.
Assets Under Management$2.6M
Clients40
Advisors1
Avg. per Client$64K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. Accredited clients may pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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