Theodore Broomfield
Theodore Broomfield is a registered investment advisor at Broomfield Advisory & Management, based in San Francisco, CA, with 2 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Broomfield Advisory & Management charges a fixed fee for their services, which is negotiated individually with each client. The fee is negotiable. Clients may also choose to pay a discretionary bonus.
Location
201 Spear Street, Suite 1100, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Theodore owns Ted Broomfield Law, P.C., a solo law firm focusing on real estate, tax, and business law. He dedicates nearly full-time hours to this business, acting as the attorney in charge and handling all legal and administrative tasks.
Employment History
Current Registrations
Broomfield Advisory & Management
State Registrations1 state
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