Broadway Advisor Group manages investment portfolios and creates financial plans for individuals, high-net-worth individuals, and retirement plans. The firm builds customized portfolios based on each client's goals, time horizon, and risk tolerance, using a variety of analysis methods such as fundamental, technical, and modern portfolio theory. Services include ongoing portfolio management, financial planning covering retirement, tax concerns, insurance, and estate topics, and pension consulting for employee benefit plans. Broadway Advisor Group also has the ability to select third-party investment managers for client portfolios. The firm operates with a fiduciary duty to act in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $6.0M | 1.00% |
| $6M+ | 0.75% |
Fees are generally negotiable. Fees are calculated using the average daily balance in the client's account.