Assets Under Management
$494.7M
Number of Clients
213
Number of Advisors
3
Average Client AUM
$2.3M
AUM per Advisor
$164.9M
Compensation
Fee-Only (AUM)
Broadleaf Partners, LLC offers investment supervisory services through individual portfolio management and model portfolio management. They also provide selection and monitoring of third-party money managers, comprehensive financial planning, and consulting services. The firm manages accounts on a discretionary or non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for amounts over $10 million.
9 Aurora Street, Suite #5, Hudson, OH, 44236