Broad Reach Capital provides personalized financial planning and investment management services. Financial planning involves analyzing a client's financial situation and objectives to develop a written plan. Portfolio management services include creating and monitoring investment portfolios based on a client's risk tolerance and investment goals. Broad Reach Capital may use discretionary or non-discretionary portfolio management.
Assets Under Management$180M
Clients22
Advisors3
Avg. per Client$8.2M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
The above fee schedule does not apply to legacy clients whose fees are based upon their current investment management agreements. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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