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Wealth Management Services With No Hidden Fees

Wealth Management Services With No Hidden Fees

Looking to get started with wealth management services? Choose a wealth management partner with transparent pricing and keep more of what you earn. Our clear wealth management pricing model is bolstered by our commitment to performance, integrity and transparency. We price our offerings fairly and in plain English, so you know exactly what you’re getting. 

Plain And Simple Pricing

With specific and clear fees and account minimums, Broadleaf Partners gives you transparent wealth management pricing.

Fee Structures
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Fee Structures

Fees are 1% per year of assets under management, billed quarterly in arrears. Breakpoints are available at specific asset levels. 
Account Minimums
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Account Minimums

For the Broadleaf Growth Equity Portfolio (BGEP), the minimum account value is $250,000. For the Broadleaf Strategic Investment Portfolios (STRIPS), the minimum account value is $100,000.  

No Surprise Fees

Choose Broadleaf Partners and skip the fees that eat into your returns. 

No fees
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No Excessive Management Fees

Some wealth management firms charge 3% or more of AUM. 
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No Front- or Back-End Sales Loads

These are charges for simply buying or selling a share of a mutual fund.
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No Admin Fees

If it’s a cost of doing business, it’s not a cost we’ll pass on to you.  

 

Clients may still incur custodial, brokerage, transaction, and investment-product expenses. See our Form ADV Part 2A.  
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Contact Broadleaf Partners

Contact Broadleaf Partners

Choose a transparent financial planning partner with an uncompromising commitment to performance, integrity and transparency. You’ll never pay hidden fees with our transparent wealth management pricing structures. Reach out to our office in Hudson, Ohio today.

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