Broadwater Capital Management offers investment advice to individuals and small institutions. The firm creates customized portfolios based on each client's needs, considering their risk tolerance, time horizon, and financial goals. Broadwater invests across various asset classes to build diversified portfolios. The firm does not participate in wrap fee programs.
Assets Under Management$150M
Clients41
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
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% |
| $2M+ | 0.65% |
Fees may be negotiable for individuals or families with multiple accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...