Broadleaf Partners, LLC
Assets Under Management
$494.7M
Number of Clients
213
Number of Advisors
3
Average Client AUM
$2.3M
AUM per Advisor
$164.9M
Compensation
Fee-Only (AUM)
About This Firm
Broadleaf Partners, LLC is an SEC-registered investment adviser providing investment supervisory services through individual portfolio management, model portfolio management, and third-party manager selection. They also offer comprehensive financial planning and consulting services tailored to client's goals and circumstances. The firm manages accounts on a discretionary or non-discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for amounts over $10 million.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For assets up to $1 million, the fee is 1.00%. The minimum account size for investment supervisory services is $100,000, and $250,000 for the Broadleaf Growth Equity Portfolio, but this may be negotiable. Comprehensive financial planning services are provided for a one-time fixed fee. Consulting services fees are based on an hourly rate or an agreed-upon total amount for a specified project.
Areas of Practice
Location
9 Aurora Street, Suite #5, Hudson, OH, 44236