Assets Under Management
$126.4M
Number of Clients
74
Number of Advisors
1
Average Client AUM
$1.7M
AUM per Advisor
$126.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Broadwing Capital Advisors manages investment accounts for individuals, trusts, and families on a discretionary basis. They also provide financial planning for a fixed fee and investment advice to employer-sponsored retirement plans. They use flexible portfolios and dividend payer portfolios.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
The IAA and fee schedule may be modified by Broadwing Capital.
101 Larkspur Landing Circle, Suite 221, Larkspur, CA, 94939