Broyles Advisory offers customized investment management services on a discretionary basis, including asset allocation, investment strategy recommendations, and portfolio rebalancing. They also provide comprehensive wealth planning, administration, and advisory services, covering areas like financial reporting, tax planning, estate planning, and retirement planning. Broyles Advisory serves as the client’s central point of contact, coordinating with third-party advisors to manage all financial matters.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |