Broadwing Capital Advisors is a registered investment advisor located in Larkspur, California, offering personalized investment management and financial planning services. The registered investment advisor manages portfolios primarily using a mix of exchange-traded funds, mutual funds, and dividend-paying individual stocks, tailored to specific client objectives. Broadwing Capital Advisors constructs portfolios focused on long-term growth and income generation while keeping turnover and transaction costs low. In addition to managing individual accounts, Broadwing Capital Advisors provides investment guidance for employer-sponsored retirement plans and offers standalone financial planning services covering retirement, estate, tax, insurance, and education needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Broadwing Capital Advisors offers the option of a negotiated flat fee for asset management in lieu of the tiered percentage schedule.