Brightwork Wealth Management (BWM) offers wealth management services that combine investment management and financial planning. BWM creates personalized investment plans based on clients' goals, risk tolerance, and tax considerations. BWM primarily advises on stocks, bonds, mutual funds, ETFs, and cash equivalents. Financial planning is included with wealth management at no extra charge and covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies.
Assets Under Management$21M
Clients41
Advisors1
Avg. per Client$510K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.35% |
Fees are negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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