Broomfield Advisory & Management

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Broomfield Advisory & Management, led by Theodore Broomfield, offers investment advice and management services. They analyze securities and provide financial planning based on individual client needs. The firm primarily serves high net worth individuals, offering both discretionary and non-discretionary asset management, though currently manages no assets.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Broomfield Advisory & Management charges a fixed fee for their services, which is negotiated individually with each client. The fee is negotiable. Clients may also choose to pay a discretionary bonus.

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Location

1 Advisors at this firm