Brightworth Private Wealth Counsel

Individuals

Services

Comprehensive Wealth Planning - Customized strategies to achieve your short and long-term goals, with ongoing monitoring and advice. This covers the major aspects of your financial situation including cash flow, income taxes, risk management, estate planning, philanthropy, education and retirement analyses. Many, but not all, complex situations require an additional up-front planning fee, which will be discussed as part of our initial engagement conversation.

Global Investment Solution - Carefully selected investments designed to provide consistent, superior performance over time. This includes ongoing manager selections, rebalancing and performance reporting.

Fees

Our annual management fee is based upon the value of your investment portfolio and is paid directly from your account on a quarterly basis.

1.00% of the investment portfolio on the first $2.5 million*
0.75% of the investment portfolio from $2.5 million to $5 million
0.50% of the investment portfolio from $5 million to $10 million
0.30% of the investment portfolio for amounts greater than $10 million

*The normal minimum amount to become a Brightworth client is $1 million of investable assets.

CONTACT BRIGHTWORTH

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We welcome any questions you may have regarding Brightworth or our services. You can reach us using the options below.

CORPORATE OFFICE

ADDRESS Terminus 100 3280 Peachtree Road NE Suite 2075 Atlanta, GA 30305

PHONE: 404.760.9000

FAX: 404.604.3754

DIRECTIONS AND MAPS

FROM Hartsfield-Jackson International Airport/I-85 South

Take I-85 North Take Exit 87 (GA 400 North) Take Exit 2 (Lenox Rd) Left on Lenox Rd (go .4 miles) Left on Piedmont Rd and go to next traffic light Left onto Tower Place Dr Right at next intersection onto Highland Dr Right at next intersection onto Terminus Pl Click Detailed Parking Map for further information

FROM I-85 North

Take I-85 South Take Exit 88 (Cheshire Bridge Rd/Lenox Rd) Right on Lenox Rd (go 1.7 miles) Left on Peachtree Rd (go .6 miles) Right onto Terminus Ave (just past the Hyatt) Continue straight to end of Terminus Ave Left onto Terminus Pl Click Detailed Parking Map for further information

FROM GA 400 North

Take GA 400 South ($0.50 toll) Take Exit 2 (Lenox Rd) Right on Lenox Rd (go .4 miles) Left on Piedmont Rd and go to next traffic light Left onto Tower Place Dr Right at next intersection onto Highland Dr Right at next intersection onto Terminus Pl Click Detailed Parking Map for further information

FROM I-75 North (Outside I-285)

Take I-75 South Take Exit 259 (I-285 East) Take Exit 27 (GA 400 South) Take Exit 2 (Lenox Rd) Right onto Lenox Rd (go .4 miles) Left on Piedmont Rd and go to next traffic light Left onto Tower Place Dr Right at next intersection onto Highland Dr Right at next intersection onto Terminus Pl Click Detailed Parking Map for further information

FROM I-75 North (Inside I-285)

Take I-75 South Take Exit 255 (Northside Dr/West Paces Ferry Rd) Left at end of ramp onto West Paces Ferry Rd (go 3 miles, crossing over Peachtree Rd) Left onto Bolling Way (go .1 miles) Right at traffic light onto Peachtree Rd (go .4 miles) Left onto Piedmont Rd (go .2 miles) Right at next intersection onto Terminus Pl Click Detailed Parking Map for further information

FROM I-75 South

Take I-75 North Take I-85 North at the split Take Exit 87 (GA 400 North) Take Exit 2 (Lenox Rd) Left on Lenox Rd (go .4 miles) Left on Piedmont Rd and go to next traffic light Left onto Tower Place Dr Right at next intersection onto Highland Dr Right at next intersection onto Terminus Pl Click Detailed Parking Map for further information

Detailed Parking Map

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