Richard Blonstein is a CFP-designated registered investment advisor at Broad Wealth Management, INC., based in Rye, NY, with 19 years of industry experience. Richard 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 18 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Location
Rye, NY
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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 →Other Business Activities
Richard is a CPA and CFP who provides tax compliance and financial planning services. This non-investment related activity takes nearly all of Richard's time.
Employment History
Current Registrations
Broad Wealth Management, INC.
State Registrations2 states
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