Broadwing Capital Advisors, INC.
Assets Under Management
$126.4M
Number of Clients
74
Number of Advisors
1
Average Client AUM
$1.7M
AUM per Advisor
$126.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Broadwing Capital Advisors manages investment accounts for individuals, trusts, and families on a discretionary basis, charging a fee based on assets under management. They also provide financial planning for a fixed fee and investment advice to employer-sponsored retirement plans. They use two portfolio types: BCA Flexible Portfolios (ETFs and mutual funds) and BCA Dividend Payers (individual dividend stocks).
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fee Estimator
You'll pay an annual fee based on the value of your investments (see rates in the table above). For example, a $1.5 million portfolio would cost approximately $13,125 per year. Alternatively, you can negotiate a fixed fee for asset management. A comprehensive financial plan costs $5,000, or $2,500 for a limited-scope plan. Broadwing may require a retainer equal to 50% of the fixed fee. For clients with household assets totaling greater than $500,000 of assets under management with Broadwing Capital, Broadwing Capital will pay the transaction costs charged by the custodian.
Areas of Practice
Location
101 Larkspur Landing Circle, Suite 221, Larkspur, CA, 94939