Firm
Broadleaf Partners
Hudson, Ohio
Fee-only
Facts
| Based in | Hudson, Ohio |
|---|---|
| Website | broadleafpartners.com |
| Phone | (330) 650-0921 |
Broadleaf Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets |
In the firm's words
"Fees are 1% per year of assets under management, billed quarterly in arrears." source
"For the Broadleaf Strategic Investment Portfolios (STRIPS), the minimum account value is $100,000." source
"Fees are 1% per year of assets under management, billed quarterly in arrears." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $551 million |
| Individual clients | 133 |
| Financial planning | Offered |
| Form ADV filed | June 8, 2026 |
| SEC record | CRD 137433 |