Brightward Financial is a registered investment advisor based in Denver, Colorado. The firm provides portfolio management and financial planning services for individuals, high-net-worth individuals, and business entities. Brightward Financial builds customized investment portfolios using a multi-asset approach across equities, fixed income, and diversifiers. Their services cover comprehensive financial planning topics including retirement, tax strategies, life insurance, college savings, and debt management. Portfolios are managed on a discretionary basis, meaning the investment team makes day-to-day trading decisions on behalf of clients based on a personalized Investment Policy Statement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $8.0M | 0.65% |
| $8.0M - $18.0M | 0.55% |
| $18.0M - $43.0M | 0.35% |
| $43M+ | 0.25% |
Fees are generally negotiable. Pension consulting services are billed at a flat rate of 0.50% on all assets.