BroadStreet Financial Advisers is a fee-only registered investment advisor that manages investment portfolios and offers financial consulting services. BroadStreet aims to help clients achieve long-term growth and capital appreciation and/or income in their investment portfolios. Financial consulting services are independent of investment strategies and act as a facilitator between the client and other professional advisors.
Assets Under Management$98M
Clients25
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 0.75% |
Fees are negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...