Jeffrey Broadhurst
Jeffrey Broadhurst is a CFA, CFP-designated registered investment advisor at Broadhurst Financial Advisors, INC., based in West Point, PA, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 47 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable in certain situations.
Fee Estimator
Contact
Jeffrey Broadhurst
Location
1911 West Point Pike, Suite 301, West Point, PA, 19486-0301
Get directionsHistory
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 →Other Business Activities
Jeffrey is affiliated with Index Funds Advisors, Inc. (IFA) and may refer clients to them under a solicitor agreement. He spends minimal time on IFA matters.
Employment History
Current Registrations
Broadhurst Financial Advisors, INC.
Previous Registrations
Three Pillars Wealth Management, LLC
Index Funds Advisors, 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.
Exams
Additional Information
In 2004 before starting Broadhurst Financial Advisors, Inc., Jeff worked at Standard & Poor’s rating agency in New York City. While there, he was part of the Investment Services Division and evaluated fund managers. Jeff observed that the markets are very efficient and nearly impossible to beat, with active managers routinely underperforming passive benchmarks. Before that he was with Dresdner Kleinwort Wasserstein, the investment banking subsidiary of Dresdner Bank AG. He worked directly on Wall Street in debt capital markets executing primary corporate bond transactions for U.S. based multi-national corporations.BUSINESS BACKGROUND:2004-present Broadhurst Financial Advisors, Inc. (President)2003-2004 Registered Rep with Quest Capital Strategies, Inc. ; d.b.a. “Index Only Portfolios”2002-2003 Standard &; Poor’s, Investment Services (Analyst of Fund Managers)1999-2002 Dresdner Kleinwort Wasserstein (Investment Banker)1997-1999 Case Western Reserve University, Weatherhead School of Business1995-1998 Minerals Technologies, Inc. (Business Representative)1993-1994 Ingersoll-Rand Canada, Inc. (Sales & Marketing)FORMAL EDUCATION:2006 Awarded the right to use the Certified Financial Planner (CFP) designation2004 Awarded the right to use the Chartered Financial Analyst (CFA) designation1999 M.B.A. Case Western Reserve University, Cleveland, Ohio & Finance major1994 B.Sc. The Queen’s University at Kingston, Ontario, Canada & Engineering major