Broadway Advisor Group (BAG) provides portfolio management based on individual client goals and risk tolerance. BAG may use third-party investment advisors. BAG also offers pension consulting services and financial planning, including investment, insurance, retirement, college, and debt/credit planning. BAG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$170M
Clients256
Advisors2
Avg. per Client$650K
Avg. per Advisor$83M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $6.0M | 1.00% |
| $6M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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