Broadwing Capital Advisors manages investment accounts for individuals, trusts, and families, typically using either a portfolio of mutual funds and exchange-traded funds or a portfolio of individual dividend-paying stocks. Broadwing also provides financial planning for a fixed fee. For employer-sponsored retirement plans, Broadwing provides investment advice on a non-discretionary basis.
Assets Under Management$150M
Clients63
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees may differ from the fee schedule above and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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