Broadway Wealth Solutions provides investment advisory services and financial planning. They manage custom investment portfolios based on a client's risk profile and investment goals. Broadway Wealth Solutions uses asset allocation models managed by Broadway National Bank's Investment Management Group. They may recommend changes in investment allocations to reduce risk or increase potential return. Financial planning is included in the investment advisory fee.
Assets Under Management$310M
Clients906
Advisors11
Avg. per Client$340K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$60K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Advisory fees may be negotiable at the Advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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