Broyles Advisory, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$85M
Clients16
Advisors1
Avg. per Client$5.3M
Avg. per Advisor$85M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.50%
$5M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Broyles Advisory, LLC | TrueAdvisor