Broadpark Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Broadpark Advisors is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management, financial planning, and financial consulting to individuals and a small number of institutional clients, including pension and profit‑sharing plans, charities, and business entities. Services are delivered through tailored engagements rather than model portfolios and include ongoing monitoring and implementation of customized investment programs.
The firm generally manages accounts on a discretionary basis, conducting at least quarterly account reviews and offering written financial plan preparation and periodic updates for clients who request them. Investment recommendations cover common instruments such as stocks, bonds, mutual funds and ETFs, and the firm’s stated toolkit also includes options strategies (including option writing) and, in certain circumstances, short‑term trading, margin, and short sales.
A distinctive feature is the firm’s affiliation with an accounting practice: the sole advisor holds a CPA license and refers clients to the affiliated accounting firm for tax and accounting services, a relationship the brochure discloses as a potential conflict of interest. For a firm of its size and structure it is also notable that it discloses the use of derivatives and option strategies within client accounts, does not participate in wrap programs or third‑party advisor arrangements, and does not vote proxies on clients’ behalf.
Client services
Expertise
Fee options
Fixed fees ranging from $600 to $2,500 per year for portfolio management; $1,000 to $2,500 for financial planning and consulting.
0.30% to 1.00% annually (negotiable and based on individual client basis)
Hourly fees billed at $250 per hour for portfolio management and financial consulting services.
Minimum fee: Fixed fees for portfolio management typically range from $600 to $2,500 per year, billed quarterly. Fee-only: Fixed fees ranging from $1,000 to $2,500 and hourly fees at $250 per hour for stand-alone financial planning and consulting services.
Main office
2119 Berkmar Dr, Ste C
Charlottesville VA 22901
Advisors at this office
1
Most active in
New York · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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