Bradley Pike is a CFA-designated registered investment advisor at Mma Asset Management LLC, based in Boston, MA, with 13 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 303 clients with $720M in assets under 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable, especially for larger accounts. The firm may charge a flat fee percentage per annum for accounts rather than utilizing the tiered schedule.
Fee Estimator
Location
101 Huntington Ave, Suite 401, Boston, MA, 02199
Get directionsHistory
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
Bradley is one of four members of Fowler Equities, LLC and 22 South Haddon LLC, both commercial rental real estate companies, spending minimal time maintaining these properties. He also works as a Portfolio Manager at MMA Asset Management LLC (about 10-20% of his time) and conducts non-investment related business activities for Marsh & McLennan Agency LLC (about half his time).
Employment History
Current Registrations
Mma Asset Management LLC
Mma Securities LLC
Previous Registrations
Centurion Asset Management, LLC
The Centurion Group, LLC
Apexium Financial LP
Citrin Cooperman Wealth Management, LP
Villanova Financial Services, INC.
Commerce Capital Markets, INC.
State Registrations1 state
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.