W Bradley Wealth Management offers financial planning and investment management services tailored to individual client needs. Financial planning includes cash flow analysis, estate planning, insurance review, investment portfolio review, retirement planning, and tax planning. Investment management involves creating and managing portfolios based on client goals and risk tolerance. W Bradley Wealth Management is not a law firm or accounting firm and may recommend other professionals.
Fee Structure
W Bradley Wealth Management's investment management fee is a negotiated flat fee, typically ranging from $4,000 to $40,000 annually, prorated and payable monthly or quarterly in advance. The fee is based on factors such as the client's situation and the services required.