Bradley Draeger
Bradley Draeger is a registered investment advisor at Client First Investment Management LLC, based in West Bend, WI, with 5 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 608 clients with $270M 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 $100K | 2.50% |
| $100K - $1.0M | 2.00% |
| $1.0M - $10.0M | 1.75% |
| $10.0M - $100.0M | 1.63% |
| $100M+ | 1.56% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
215 N. Main Street, Suite 1040, West Bend, WI, 53095
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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 →Employment History
Current Registrations
Client First Investment Management LLC
State Registrations1 state
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