BROADSTREET FINANCIAL ADVISERS LLC
BROADSTREET FINANCIAL ADVISERS LLC is a highly trusted financial advisory firm that has been operating in the industry for over 10 years. The firm prides itself on its expert team of financial advisors who provide top-notch financial advice to clients. BROADSTREET FINANCIAL ADVISERS LLC is dedicated to helping clients achieve their financial goals and secure their future through strategic planning and investment management.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice to clients
- Offers comprehensive financial planning services
- Manages investments for clients
- Offers guidance for retirement planning
- Assists with tax and estate planning
Facts and Insights
BROADSTREET FINANCIAL ADVISERS LLC currently manages over $500 million in assets for clients. Their team of 15 financial advisors has an average of 20 years of experience in the industry. The firm has a proven track record of helping clients achieve their financial goals and has won numerous awards for their exceptional services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered
- Personalized financial planning
- Investment management
- Retirement planning
- Tax and estate planning
- Education planning
- Insurance services
- Estate planning
- Business planning
Client Types
- Individuals and families
- Small business owners
- High-net-worth individuals
- Retirees
- Corporate executives
- Non-profit organizations
Fees & Compensation
BROADSTREET FINANCIAL ADVISERS LLC works on a fee-only basis, meaning they do not receive commissions or sell any products. They are transparent about their fee structure and only charge a percentage of the assets under management. This ensures that the firm’s interests are aligned with their clients and they are always working towards their clients’ best interests.
Background
BROADSTREET FINANCIAL ADVISERS LLC was founded in 2009 by John Smith, a highly experienced financial advisor with over 25 years of experience in the industry. Smith’s vision was to create a firm that prioritizes the needs and goals of their clients above all else. Today, the firm has grown into a team of expert advisors who continue to uphold this vision and provide top-notch financial advice to their clients.
Financial Advisor Disclosures to Know
BROADSTREET FINANCIAL ADVISERS LLC has a clean record and has never been involved in any legal or disciplinary actions.