Bradley & Company Private Wealth Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Bradley & Company Private Wealth Management provides investment management, financial planning, and other financial advisory services. Investment management includes financial goal setting, risk assessment, strategic asset allocation, and investment selection. Financial planning services cover areas like retirement plan analysis, education funding, insurance needs, and estate plan review. Bradley & Company may refer clients to other professionals like attorneys or accountants.
Assets Under Management$250M
Clients59
Advisors2
Avg. per Client$4.3M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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