Broadside Wealth Technologies Inc. is a registered investment advisor founded in 2026, based in San Francisco, California. The firm provides wealth management services through a membership-based model focusing on what it calls "structural alpha"—improving net financial outcomes through disciplined fee reduction, tax optimization, expense control, and liquidity management, combined with passive market exposure customized for each member's needs and risk tolerance. Rather than attempting to beat the market through stock selection, Broadside utilizes passive investment vehicles like index funds, exchange-traded funds, and direct indexing strategies. Services include portfolio tracking, data aggregation, risk-adjusted portfolio optimization, fee and expense reduction, tax and estate coordination, tax-loss harvesting, and liquidity planning. Certain specialized services may be provided on a cost-plus basis with an administrative margin. Broadside serves ultra-high-net-worth individuals, families, family offices, trusts, estates, and institutions, and generally requires a minimum net worth of $100,000,000 to become a member.
Fee Structure
Broadside Wealth Technologies charges an annual flat membership fee of $250,000 per family for its core suite of services, billed quarterly in advance. Additional specialized services outside the core membership are provided on a cost-plus basis, passing through actual costs plus a general 15% administrative margin.