Broadlake Financial Management
Assets Under Management
$369.0M
Number of Clients
471
Number of Advisors
4
Avg. Portfolio per Client
$783K
Avg. Managed per Advisor
$92.3M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Broadlake Financial Management (BFM) manages investments based on a client's risk tolerance, time horizon, liquidity needs, and return objectives, documented in an Investment Policy Statement (IPS). BFM also provides personal financial planning sessions as a free service to advisory clients. BFM also advises employer-sponsored retirement plans, providing investor education and selecting investment options.
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.70% |
Fees are negotiable above $3,000,000. Non-profit organizations pay 90% of the normal fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement Planning
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Location
99 Swift Street, Suite 305, South Burlington, VT, 05403-7360