Assets Under Management
$265.8M
Number of Clients
755
Number of Advisors
9
Average Client AUM
$352K
AUM per Advisor
$29.5M
Compensation
Fee-Only (AUM)
Broadway Wealth Solutions, Inc. provides fee-based investment advisory services on a discretionary basis and related financial planning services (included in the fee). They manage custom investment portfolios based on client risk profiles and investment objectives. They also offer direct indexing strategies through a sub-advisory agreement with First Trust.
| Assets Under Management | 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 negotiated at the sole discretion of the Advisor.
1177 N.E. Loop 410, 5th Floor, San Antonio, TX, 78209