Broadview Financial Management provides financial planning, consulting, and investment management services. They manage client investment portfolios using Modern Portfolio Theory, primarily using mutual funds and exchange-traded funds (ETFs). Broadview may also use unaffiliated third-party investment managers to invest in individual securities. Broadview tailors its investment management services to meet the needs of its individual clients.
Assets Under Management$620M
Clients261
Advisors6
Avg. per Client$2.4M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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