A complete list of active advisors currently associated with Broaden Wealth LLC
Warmer can help you find a great advisor at Broaden Wealth LLC or one who fits your needs even better.
Broaden Wealth LLC is a single-advisor independent investment adviser managing about $6 million for a very small client base that primarily includes high-net-worth individuals and business entities. The firm provides discretionary portfolio management and financial planning services, including investment planning, retirement and education planning, insurance analysis, and referrals for annuity services. Broaden Wealth documents client objectives in an Investment Policy Statement and applies a mix of modern portfolio theory, fundamental, technical, and charting analysis to construct portfolios. It generally recommends mutual funds and ETFs (including precious-metals ETFs) but also uses options strategies and short sales, and typically requests discretionary trading authority with quarterly account reviews. A notable aspect of the firm is that the principal is a licensed insurance agent who accepts commissions for insurance product sales; the firm discloses this conflict of interest and informs clients they may purchase recommended products elsewhere. Compared with many solo independent advisers, Broaden Wealth’s combination of insurance activity, a concentrated HNW/business client focus, and the use of higher-risk strategies such as options and short sales is distinctive.
To learn more about the advisors currently working at Broaden Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Myers, FL
| 26
|
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