Tiffany Broomfield
Tiffany Broomfield is a registered investment advisor at True Wealth Design, LLC, based in Canfield, OH, with 9 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 378 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True Wealth Design offers investment management as part of its Investment Advisory Services (IAS) and Wealth Management Services. The annual fee ranges from 0.25% to 1.60% of the assets managed. Fees are paid quarterly, in advance, based on the portfolio value at the end of the previous quarter. There is a minimum annual fee of $1,800 ($450 per quarter) for IAS and $5,000 ($1,250 per quarter) for Wealth Management Services. For clients desiring the True Wealth Private Client service level, a higher minimum fee of $15,000 ($3,750 per quarter) may be imposed.
Location
565 E. Main St, Ste 150, Canfield, OH, 44406
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Regulatory History (1)
Financial
December 2021Other Business ActivitiesSells Insurance
Tiffany is a licensed insurance agent since 2020, spending about 10-20% of her time selling insurance products. She is also a Scentsy consultant and a licensed notary, though she is not currently providing notary services.
Employment History
Current Registrations
True Wealth Design, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Aegis Wealth Management, INC.
Equitable Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.