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.
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.