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Wealth Management Services


At Broadway Wealth Management, we are dedicated to helping you achieve financial security and growth. Our expert advisors provide personalized solutions to meet your unique goals, from investment strategies to retirement planning. Let us guide you towards a brighter financial future.

Investment Management Services

  • Quarterly Portfolio Reviews

  • Asset Allocation (based on Financial Plan)

  • Discretionary Portfolio Management

  • Mutual Fund, ETF, and individual Stock Selection


  • Gold, Silver and other Precious Metals

  • Private Real Estate, REITS, 1031 Exchanges, and other Alternative Investments

  • Monthly Rebalancing

  • Sector Weighting

  • Tactical and Strategic Allocations

  • Tax-Efficient Strategies

  • Capital Gain/Loss Harvesting

  • Liquidity & Cash Management

  • Theme Integration

Investment Management Costs


Assets 
Managed
___

$100,000 - $249,999

$250,000 - $499,999

$500,000 – $999,999

$1,000,000 - $1,999,999

$2,000,000 – $3,999,999

$4,000,000 – $4,999,999

$5,000,000 +

Fee Schedule
Financial Planning Clients
___

1.35%

1.25%

1.15%

1.00%

0.95%

0.85%

Negotiable


Fee Schedule
Investment Only Clients
___

1.50%

1.45%

1.35% 

1.25% 

1.00% 

0.95% 

Negotiable

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