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How does the advisor help clients – Key Takeaways:
Broadview Wealth Management, LLC is a financial advisory firm that offers comprehensive wealth management services to clients. They specialize in providing personalized financial solutions to help clients reach their financial goals. The following are some key takeaways on how the advisor helps their clients:
- Develops personalized financial plans for each client based on their individual needs, goals, and risk tolerance
- Provides ongoing financial guidance and objective advice to help clients make informed decisions
- Offers a wide range of financial services to meet the diverse needs of clients
- Works with clients to continually review and adjust financial plans as necessary
- Focuses on building long-term, trusting relationships with clients
Facts and Insights
Broadview Wealth Management, LLC was founded in 2007 and has been in business for over 14 years. They currently have over $500 million in assets under management and employ a team of experienced advisors to serve their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2007 | $500 million | 10 |
Financial Services Offered
Broadview Wealth Management, LLC offers a wide range of financial services to help clients manage their wealth and reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- And more
Client Types
Broadview Wealth Management, LLC serves a diverse group of clients, including individuals, families, and businesses. They have experience working with clients at various stages of their financial journey and are committed to providing personalized solutions to meet the unique needs of each client.
Fees & Compensation
Broadview Wealth Management, LLC is a fee-only advisor, which means they are compensated through a percentage of the assets they manage for their clients. This fee structure aligns their interests with those of their clients, as the more their clients’ assets grow, the more the advisor earns. They do not receive commissions for selling financial products, ensuring that their advice is always unbiased and in the best interest of their clients.
Background
Broadview Wealth Management, LLC is a registered investment advisor (RIA) and is held to a fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests. This gives their clients peace of mind knowing that their advisor is always working in their best interest and not trying to sell them products or services that may not be suitable for them.
Financial Advisor Disclosures to Know
As a registered investment advisor, Broadview Wealth Management, LLC is required to disclose any potential conflicts of interest or legal issues that may impact their ability to provide unbiased financial advice to clients. Their disclosure documents can be found on the SEC’s Investment Adviser Public Disclosure website.