Brohl Financial LLC
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About
Brohl Financial LLC provides discretionary investment management and comprehensive financial planning to individual and high‑net‑worth clients, including retirement account advice and portfolio construction. The firm implements diversified portfolios primarily with low‑cost mutual funds and ETFs, and it delivers regular reporting and ongoing supervisory services through client‑designated custodians.
The firm's investment process is grounded in fundamental analysis with a generally long‑term orientation, while permitting shorter‑term trades for rebalancing, tax management, or changing client objectives. Brohl Financial may retain legacy positions and use individual stocks and bonds when appropriate, and it also recommends and oversees unaffiliated independent managers for portions of client portfolios.
Distinctive features noted in the brochure include an operating affiliation with a tax and accounting practice (Brohl Tax & Accounting, PLLC) and the fact that the firm’s owner devotes a substantial portion of his professional time to that accounting business. The firm also sponsors a wrap fee program that bundles transaction costs into its asset‑based fee and documents a formal process for selecting and monitoring other advisers—features that are less common among peer investment managers.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%
Fee-only: Annual tiered wealth management fees as detailed in fee_tiers
Main office
3960 Broadmoor Ave SE
Grand Rapids MI 49512
Advisors at this office
1
Most active in
Michigan
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.
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