Bradley Rosley
Bradley Rosley is a CFP-designated registered investment advisor at Fortune Financial Group, INC., based in Glen Ellyn, IL, with 38 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 174 clients with $140M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
AUM fees are negotiable for special circumstances.
Fee Estimator
Location
800 W. Roosevelt Road, Building B, Suite 104, Glen Ellyn, IL, 60137
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Bradley is the author of a book, dedicating minimal time to it. He is also involved in a rental real estate business through Bradconn Development, L.L.C.
Employment History
Current Registrations
Fortune Financial Group, INC.
Previous Registrations
American Trust Investment Services, INC.Broker
Lasalle St Securities, L.L.C.Broker
Lcm Capital Management INC
Fortune Financial Group, INC.
Securian Financial Services, INC.Broker
The Dreyfus Service CorporationBroker
Dunhill Investments LTD.Broker
State Registrations3 states
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.