BroadReach Capital, LLC is a registered investment advisor that offers asset management services. They create custom plans to help clients achieve long-term growth and capital appreciation. Portfolio management begins with consultations to discuss your financial situation, experience, expectations, and goals. They define investment objectives and options and develop a comprehensive plan to meet your objectives and goals.
Assets Under Management$5M
Clients12
Advisors1
Avg. per Client$420K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees may be negotiable within each tier. A fee break will occur as your portfolio value exceeds each tier level.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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