BC
CFP
BC
CFP

Bradley Conover

8 Years of Experience

Bradley Conover is a CFP-designated registered investment advisor at Sharkey Howes & Javer INC, based in Denver, CO, with 8 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 886 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
886 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5M+0.50%

Fees may be lower than 0.5% for accounts over $5,000,000. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

720 South Colorado Blvd, Suite 600 South Tower, Denver, CO, 80246-1904

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sharkey Howes & Javer INC
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Bok Financial Advisors
May 2018 - March 2021 · 2 yrs 10 mos
Bok Financial Securities, INC.Broker
September 2017 - March 2021 · 3 yrs 6 mos
State Registrations1 state
CO
Advisor

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.

Exams
No exam information available for this advisor.
Bradley Conover - Financial Advisor | TrueAdvisor