Jonathan Bradley
Jonathan Bradley is a registered investment advisor at Cristata Investment Management, based in Woodstock, MD, with 34 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
For assets above $1,000,000, the percentage fee will be lower and is negotiable with client. Negotiable factors used to determine the annual fee include, but are not necessarily limited to, the number of accounts being managed, the amount of assets under management, whether discretionary or non-discretionary authorization is required and the overall complexity of the client's financial situation.
Fee Estimator
Location
Woodstock, MD
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Employment History
Current Registrations
Cristata Investment Management
Previous Registrations
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
State Registrations1 state
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.