Bright Road Wealth Management, LLC

Bright Road Wealth Management, LLC is an Alaska-based financial advisory firm established in June 2012 by principal owner Brian Kent Pinkston. The firm specializes in offering investment supervisory services, financial planning, and participant-directed retirement plan services. Investment strategies include fundamental analysis, long-term trading, margin, covered call writing, and cash secured puts. Clients have the option to impose restrictions on investments based on personal values or beliefs. The firm manages approximately $334,209,383 on a discretionary basis and $15,267,678 on a non-discretionary basis. For investment supervisory services, fees are tiered based on total assets under management, starting at 1.00% for the first $1,000,000. Financial planning services are charged at an hourly rate of $500. Retirement plan service fees are 0.25% of total assets under management. Clients have the flexibility to pay fees via various methods and are responsible for third-party fees. The firm does not accept performance-based fees or compensation for the sale of securities. Bright Road Wealth Management operates as a fiduciary, acting in the best interests of clients. Clients have the option to grant discretionary authority over their accounts, allowing the firm to make investment decisions without prior approval.