Brightside Wealth Planning (BWP) provides financial planning, consulting, and investment management services. They manage investment portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and independent investment managers. BWP works with clients to understand their risk tolerance and financial goals, and they monitor portfolios regularly. BWP also has a sub-advisory agreement with SEI Investments Management Corporation.
Fee Structure
Brightside Wealth Planning's investment management fee is based on the value of your portfolio and ranges from 0.40% to 1.50% per year. The exact percentage depends on the size and composition of your portfolio, the services you receive, and who provides the services. The fee is calculated monthly based on the average daily balance. Brightside Wealth Planning may negotiate a lower fee based on certain criteria.