Broadhurst Financial Advisors offers wealth management services including investment consulting and advanced planning. Investment consulting includes analyzing client assets, identifying asset allocation issues, and discussing appropriate strategies. Advanced planning covers tax, estate, and risk management. Broadhurst Financial Advisors primarily uses passive funds from Dimensional Fund Advisors (DFA) and direct indexing strategies.
Assets Under Management$110M
Clients47
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable in certain situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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