Bradford Orben is a registered investment advisor at March Capital CORP., based in Fairfield, CT, with 25 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
Fairfield, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bradford is dually-registered as an Investment Advisor Representative with Snowwater Investment Partners, LLC and as a Registered Representative with March Capital Corp. Approximately 90% of Bradford's time is dedicated to Snowwater, with the remaining time spent with March.
Employment History
Current Registrations
March Capital CORP.Broker
March Capital CORP.
Snowwater Investment Partners, LLC
Previous Registrations
Quest Capital Strategies, INC.Broker
Clark Dodge & CO., INC.Broker
Quest Capital Strategies, INC.Broker
Bny Capital Markets INC.Broker
Bny Investment Center INC.
Bny Investment Center INC.Broker
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
Quick & Reilly, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.