Bradley Fergason
Bradley Fergason is a registered investment advisor at Beese Fulmer Private Wealth Management, based in Canton, OH, with 14 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 522 clients with $1.6B 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees are negotiable. Discount may be offered to associated accounts.
Fee Estimator
Location
4334 Munson Street Nw, Suite 102, Canton, OH, 44718
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 a landlord for a single-family home, which is rented on a one-year renewable lease. He spends minimal time on this activity.
Employment History
Current Registrations
Beese Fulmer Private Wealth Management
Previous Registrations
Meridian Capital Management Group, INC.
The Huntington Investment CompanyBroker
Huntington Financial Advisors
Citizens Investment Services
Citizens Securities, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.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.