Broken Investing, LLC offers investment management services to individuals, creating portfolios based on technical analysis. They aim for high returns through active trading of stocks, options, and derivatives, profiting from short-term market swings. They don't offer financial planning or tailored advice, focusing on clients seeking aggressive growth who understand the risks. They require a client intake process to ensure suitability.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 8.00% |
Fees are negotiable based on account size, complexity of investment needs, and overall relationship with the firm. New clients receive a two-quarter trial period with no advisory fees. Advisory fee is waived for any calendar quarter in which a client experiences a negative net investment return.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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