The Broughton Investment Group (The BIG, Inc.) provides investment and wealth management, financial planning, and financial educational workshops to individuals, high-net-worth individuals, and small businesses. The Broughton Investment Group acts as a legal fiduciary, meaning it is legally required to act in your best interest. The firm builds customized portfolios based on each client's objectives, income needs, and other circumstances, seeking to balance risk reduction, asset growth, income, and capital preservation.
Fee Structure
The Broughton Investment Group charges a percentage of the assets they manage. The fees are negotiable and the maximum fees are as follows:
Assets inside retirement plans (401(k), 403(b), 457 plans, Roth 401(k), variable annuities, variable life insurance):
- $5,000.00 - $1,000,000.00: 1.00%
- $1,000,001.00 - $2,500,000.00: 0.85%
- $2,500,001.00 - $5,000,000.00: 0.65%
- $5,000,001.00 - $unlimited: 0.55%
Assets managed at a third-party custodian (Scottrade Advisor Services, TD Ameritrade - Charles Schwab):
- $5,000.00 - $500,000.00: 2.50%
- $500,001.00 - $1,500,000.00: 2.00%
- $1,500,001.00 - $3,500,000.00: 1.75%
- $3,500,001.00 - $unlimited: 1.50%