Brilliant Advice, LLC

Brilliant Advice, LLC is a registered investment adviser founded in 2016, offering financial advice to individuals, families, trusts, estates, and businesses. The firm's Chief Investment Officer is Cern Basher, CFA. They provide wealth counseling and investment advisory services, including financial planning, investment management, and portfolio analysis. Brilliant Advice utilizes a variety of asset classes and investment vehicles, primarily mutual funds and ETFs, for discretionary investment management. Clients can expect continuous portfolio management, tax-aware strategies, and ongoing communication on investment decisions. The firm acts as a fiduciary for retirement accounts, ensuring clients' best interests are prioritized. The fee structure is based on a percentage of assets under management, with competitive rates and no minimum annual fee. Brilliant Advice does not accept commissions, referral fees, or 12b-1 fees. Clients have the option to impose restrictions on Brilliant Advice's discretionary authority. The firm does not vote proxies on behalf of clients and does not have custody of client assets. For any inquiries, clients can contact Michelle McCarthy, the Chief Compliance Officer.