BroadWealth offers wealth management services, including investment management and financial planning, tailored to high-net-worth individuals and families. BroadWealth manages investment portfolios and helps clients design strategies for all their investment assets, regardless of ownership or location. They also provide financial planning services covering various topics, such as retirement planning, tax strategies, and estate planning. BroadWealth may recommend unaffiliated sub-advisers and private investment funds.
Assets Under Management$110M
Clients15
Advisors1
Avg. per Client$7.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management
Minimum Annual Fee:$30,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
The minimum fee for Wealth Management Services is $30,000 annually. Fees shall not exceed 2% of assets under advisement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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