Broadview Wealth Partners offers investment advisory services, including comprehensive portfolio management with financial planning or consulting. They work with clients to understand their financial situation, goals, and risk tolerance, then create an investment approach using stocks, bonds, ETFs, and mutual funds. Portfolios are monitored and rebalanced as needed. They may also use third-party investment advisors to implement investment portfolios.
Fee Structure
Broadview Wealth Partners offers comprehensive portfolio management services. The annual fee will not exceed 1.50%, but they may impose a minimum fee of $5,000 depending on the size of the account. Fees are billed quarterly in advance based on the value of the account on the last day of the previous quarter and are deducted from client accounts. Fees for third-party manager services are in addition to Broadview Wealth Partners' advisory fees.