Broadview Wealth Management (BWM) provides investment management and financial planning services to individuals, families, and small businesses. BWM creates personalized investment plans based on your goals, risk tolerance, and time horizon. Financial planning covers areas like retirement, education, and estate planning. BWM does not participate in wrap fee programs.
Assets Under Management$120M
Clients70
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fee schedule excludes retirement plan assets (e.g., 401K plans) and education savings plan assets (e.g., 529 plans) and variable life insurance plans.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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