Broadmark Asset Management provides investment advice to individuals and institutions, managing their investments with the goal of achieving above-average returns while reducing risk. Broadmark uses a top-down approach, adjusting equity exposure based on market conditions. Broadmark also provides investment advice as a sub-advisor to other financial institutions.
Assets Under Management$240M
Clients2
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Broadmark's fees for managing your investments typically range from 1% to 2% annually, based on the value of your portfolio. The specific fee is negotiable depending on the size of your account, the investment strategy used, and the services provided. Broadmark bills clients directly each month.
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