Broadview Financial Management, LLC
Assets Under Management
$623.3M
Number of Clients
261
Number of Advisors
5
Avg. Portfolio per Client
$2.4M
Avg. Managed per Advisor
$124.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Broadview Financial Management provides financial planning, consulting, and investment management services to individuals, families, and businesses. They manage investment portfolios using Modern Portfolio Theory, primarily investing in mutual funds and exchange-traded funds (ETFs). Broadview may also use independent managers to invest in individual securities. They tailor their services to each client's needs and objectives.
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingEducation PlanningInvestment Management
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Location
10401 W Innovation Dr, Suite 100, Wauwatosa, WI, 53226