Joseph
Smithwick
Broadlake Financial Management
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About this Advisor
Joseph Smithwick is a financial advisor based in South Burlington, Vermont, working with Broadlake Financial Management. Joseph has previously held a position at Eley Financial Management, Inc. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Vermont. Currently, Joseph is part of Broadlake Financial Management, which operates out of South Burlington, Vermont. The firm has 4 employees and manages assets totaling $322.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Broadlake Financial Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Broadlake Financial Management Brokerage Details
$322,510,452
4
1,178
$273,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Joseph Smithwick Work History
Eley Financial Management, Inc
Disclosures
Please visit the SEC profile of Joseph Smithwick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Broadlake Financial Management
South Burlington, VT
South Burlington, VT
South Burlington, VT
South Burlington, VT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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