Jeffrey Broadhurst| CFP®, CFA®, MBA
Broadhurst Financial Advisors, Inc.
- Financial Planning
- Retirement Planning
- Investment Management
- Wealth Management
- Tax Planning
- Tax Preparation
- Charitable Gifting
- Estate Planning
- Education Planning
- Business and Continuity Planning
- Investment Consulting
- Wealth Preservation (risk)
- Wealth Enhancement
- Tax Minimization
West Point, PA 19486-0301
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
You will work directly with the founder of Broadhurst Financial Advisors. Jeff Broadhurst is a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner® (CFP®) certificant. He is a NAPFA Registered Advisor (NAPFA-RA). Jeff held the Pennsylvania License for Life, Health and Disability Insurance, but does not sell insurance. He is FINRA Series 65 Registered Investment Advisor licensed.
Jeff holds an M.B.A. in Banking and Finance from Case Western Reserve University, magna cum laude. He began his career in the field of mining, earning his bachelor's degree engineering from The Queen's University at Kingston, Ontario, Canada.
Jeff Broadhurst provides clients with investment advisory, financial planning, and wealth management services. He has been advising clients on financial matters since 1999. Jeff has provided independent advisory services at Broadhurst Financial Advisors since 2004. Prior to forming Broadhurst Financial Advisors, Jeff has worked at Standard & Poor's credit rating agency in New York City where he was part of the investment services group. He measured and compared fund managers using both qualitative and quantitative measures, helped produce the SPIVA report and evaluated structured product managers. Prior to S&P, Jeff worked with Dresdner Kleinwort Wasserstein, the investment banking subsidiary of Dresdner Bank AG. He provided counterparty credit risk analysis and debt capital markets expertise. Jeff Broadhurst started his engineering career in positions at Ingersoll-Rand Canada and Minerals Technologies, Inc.
Broadhurst Financial Advisors is an independent, fee-only Registered Investment Advisor company offering wealth management and financial planning advice. Broadhurst Financial offers comprehensive financial planning to successful individuals and families. Planning clients range from business owners to executives and our investment advisory clients also include corporations, foundations and endowments.
We help business owners and senior-level executives analyze their current financial situation and address their unique challenges. Using a client-centered, consultative process, we work with a team of experts to design customized solutions. This is an ongoing process we call "Wealth Management". We work with only select clients for whom we can have a tremendous impact.
Call us at 215-325-1595 if you would like to schedule a Discovery Meeting to explore if we might be the right firm to help you.
A typical client would have at least $1m net investable assets. We do not accept commissions from products we recommend. Our annual wealth management average fee is 1%. Your actual fee depends upon assets under management. Our fee schedule starts at 1.25% and decreases to 0.5% as your asset levels increase. Fees are billed quarterly in advance and are refundable if you cease to be a client. Quarterly minimum fees are $2500.
For clients not needing the comprehensive financial planning aspects of wealth management, investment management only may be offered through our relationship with Index Funds Advisors. At IFA, we help clients with at least $100,000 invest in a risk-appropriate, globally diversified, tax-efficient portfolio of low-cost DFA funds.
2nd Opinion Service from a Fee-Only Advisor (HD)
Why use an Independent Wealth Manager - Jeff Broadhurst, MBA, CFA, CFP explains why it matters (HD)
About Broadhurst Financial Advisors, Inc.
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