Steven Brohl is a CFP-designated registered investment advisor at Brohl Financial LLC, based in Grand Rapids, MI. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees may be negotiable. The total blended fee, including Brohl Financial's fee and any independent manager's fee, will not exceed 2.00% annually.
Fee Estimator
Location
3960 Broadmoor Ave Se, Grand Rapids, MI, 49512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brohl Financial LLC
State Registrations1 state
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