McBroom & Associates is a registered investment advisor that manages client portfolios directly, making decisions about asset allocation and security selection. They work with individuals, trusts, estates, and businesses. They gather information about clients' goals, risk tolerance, and financial situations to guide their investment decisions. They invest in equities, ETFs, CDs, municipal bonds, and government securities.
Assets Under Management$220M
Clients98
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1% for equity and ETF investments. 0.4% for fixed income investments. 2% for accounts significantly below the minimum size. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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