Broadleaf Partners provides continuous investment portfolio management and comprehensive financial planning services. Broadleaf Partners offers individual portfolio management, model portfolio strategies, and selection of third-party money managers on both discretionary and non-discretionary bases. Investment recommendations generally include exchange-listed securities, over-the-counter securities, foreign issuers, corporate and municipal debt, mutual funds, exchange-traded funds, and options. In addition to investment management, Broadleaf Partners offers comprehensive financial planning tailored to individual goals and project-based consulting. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
Fee Structure
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 for amounts over $10 million are negotiable. Fees are charged in arrears.