Broadleaf Partners offers investment management services, including individual portfolio management and model portfolio management. They also provide financial planning services tailored to individual client needs. Broadleaf monitors third-party money managers and offers consulting services. The firm manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$490M
Clients213
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$160M
www.broadleafpartners.com ·www.linkedin.com/company/broadleaf-partners-llc ·facebook.com/broadleafpartners
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for amounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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