BrightPath Financial Advisors provides personalized financial planning and investment management services. Financial planning covers cash flow, retirement, insurance, investments, education savings, estate, and tax analysis. Investment management is tailored to client goals and risk tolerance, using various analysis methods and investment strategies. BrightPath does not participate in wrap fee programs.
Fee Structure
BrightPath Financial Advisors charges a percentage of your portfolio each year, up to 2%. The exact fee is negotiable and will be stated in your client agreement. This fee is calculated monthly based on the daily closing value of your investments. You can terminate the agreement with 30 days' written notice, and you'll only be charged for the days BrightPath managed your investments.