Broadpark Advisors offers portfolio management services tailored to individual client needs, including setting financial goals and determining risk tolerance. They also offer standalone financial planning and consulting services to assist clients in managing their overall financial affairs. Broadpark does not use model portfolios or third-party advisors. Ryan D. Daley, CPA, CFP®, owns the firm.
Fee Structure
Broadpark Advisors' fees for managing your investments can be based on a percentage of your portfolio, a fixed fee, or an hourly rate. Percentage-based fees typically range from 0.30% to 1.00% per year, billed quarterly. Fixed fees range from $600 to $2,500 per year, billed quarterly. Hourly fees are $250 per hour, billed when service is rendered. Fees are negotiable and depend on the complexity of your account and other factors.