Broad Reach Capital manages investment portfolios and provides personalized financial planning for individuals, families, and institutions. Broad Reach Capital tailors its investment advice and portfolio management to each client's individual needs and risk tolerance. Services include continuous portfolio monitoring, asset allocation, and broad-based financial planning covering retirement and other long-term goals. Broad Reach Capital requires a minimum investment of $1,000,000 to open an account, though this minimum can be waived at the firm's discretion.
Assets Under Management$180M
Clients22
Advisors3
Avg. per Client$8.2M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Fees are negotiable. The minimum account size is $1,000,000, though the firm may waive it at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...