Lisa Broome is a CFP-designated registered investment advisor at Goal Quest Advisors, LLC, based in Berwyn, PA, with 17 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 45 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.75% |
| $1M+ | 0.50% |
In addition to the percentage-based fee, clients also pay a flat $3,000 annual fee. The same fee schedule applies to investment management only clients.
Fee Estimator
Location
1000 Westlakes Drive, Suite 130, Berwyn, PA, 19312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Goal Quest Advisors, LLC
Previous Registrations
Costello Asset Management, INC.
United Capital Financial Advisers
Sage Financial Group INC.
Hornor, Townsend & Kent, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.