Broad Wealth Management provides financial planning and investment counseling. Financial planning includes help with taxes, budgeting, retirement, education funding, insurance, and estate planning. Investment counseling includes portfolio review, investment education, asset allocation, and investment manager selection. Services are tailored to each client's needs.
Assets Under ManagementN/A
Clients18
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...