BT
CFA
BT
CFA

Bradley Thompson

16 Years of Experience
Statham, GA

Bradley Thompson is a CFA-designated registered investment advisor at Cs Mckee, based in Statham, GA, with 16 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 554 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
554 clients
Average Client Portfolio
$21.0M average
Assets Under Management
$11.7B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$22,500

CS McKee's fees are based on a percentage of the assets they manage. The specific percentage varies depending on the investment strategy used. Fees are negotiable and can be billed in advance or arrears. New and terminating clients will have their fees adjusted accordingly.

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Location

Statham, GA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cs Mckee
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Stadion Money Management, LLC
June 2007 - June 2021 · 14 yrs
State Registrations2 states
GAPA
Advisor

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.

Exams
No exam information available for this advisor.