Bradley Ferney is a registered investment advisor at The Norden Group LLC, based in Provo, UT, with 25 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,531 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TNG offers portfolio management services with fees ranging from 0% to 2.50% annually, depending on the amount you invest, the complexity of services, and the level of administration. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The fee is negotiable and may be lower if TNG combines account values of family members living in the same household. TNG may use sub-advisers to manage a portion of your account.
Location
5255 N Edgewood Drive, Suite 225, Provo, UT, 84604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley works as an investment adviser representative at The Norden Group. This takes about a quarter of his time.
Employment History
Current Registrations
The Norden Group LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Services, LLCBroker
Allegis Investment Advisors, LLC
Capital Synergy Partners
Capital Synergy PartnersBroker
Multi-Financial Securities CorporationBroker
Multi-Financial Securities Corporation
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations3 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.