Broadway Financial Management provides tailored investment advice and portfolio management services to individuals and high net worth individuals. Broadway Financial Management works with clients to determine their investment objectives and risk tolerance, then creates a customized investment strategy. Broadway Financial Management monitors portfolios and rebalances them as needed.
Assets Under Management$19M
Clients19
Advisors1
Avg. per Client$1M
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Broadway Financial Management's fee for managing your investments is either a flat fee or a percentage of the assets they manage.
Here's the fee schedule:
- Under $20,000: No Fee
- $20,000 - $49,999: $500 per year
- $50,000 - $74,999: $750 per year
- $75,000 - $99,999: $1,000 per year
- $100,000 - $1,000,000: 1.00% per year
- $1,000,000 - $5,000,000: 0.75% per year
- Over $5,000,000: 0.50% per year
The fee is calculated each quarter based on the value of your account on the last day of the quarter.
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