Brightworth
 

Institutions

Services

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 the institution's investment portfolio and is paid directly from the 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.

 
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