BC
BC

Bradley Clough

7 Years of Experience
Sells Insurance

Bradley Clough is a registered investment advisor at American Financial Management, LTD., based in Owings Mills, MD, with 7 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 124 clients with $32M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
124 clients
Average Client Portfolio
$255K average
Assets Under Management
$31.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).

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

211 Owings Gate Ct, Suite 302, Owings Mills, MD, 21117

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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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Other Business ActivitiesSells Insurance

Bradley is an independent licensed insurance agent.

Employment History
Current Registrations
American Financial Management, LTD.
September 2023 - Present · 2 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2020 - December 2022 · 2 yrs 4 mos
The Marshall Financial Group LLC
June 2019 - April 2023 · 3 yrs 10 mos
Securities Service Network, LLCBroker
May 2019 - August 2020 · 1 yr 3 mos
Janney Montgomery Scott LLC
January 2019 - May 2019 · 4 mos
Janney Montgomery Scott LLCBroker
August 2018 - May 2019 · 9 mos
State Registrations1 state
MD
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.