ornamentFrench Broad Global Services

Services

  • Professionally Allocated Global Equity Portfolio Management
    (U.S. and international stocks)
  • Balanced Account Portfolio Management using equities (stocks) and fixed income

Fees

  • We are a fee-based investment firm
  • We charge a simple 1% fee based on all assets under management
  • For all above services, the preferred minimum initial account is $300,000