Bradley Donner is a registered investment advisor at Cl Wealth Management LLC, based in Canandaigua, NY, with 37 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,168 clients with $730M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Location
493 S. Main Street, Canandaigua, NY, 14424
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 Activities
Bradley is the President of Finger Lakes Securities, LLC, which is used as a DBA. He is also President of Brandon Financial LLC, which is used to pay bills associated with the DBA; both activities require minimal time.
Employment History
Current Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Previous Registrations
Sb Advisory, LLC
Sb Advisory, LLC
Ifs SecuritiesBroker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Schneider Securities, INC.Broker
H.J. Meyers & CO., INC.Broker
Network 1 Financial Securities INC.Broker
Monmouth Investments, INC.Broker
State Registrations22 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.
Exams
More Advisors
- Wade Sarkis, CFPCommonwealth Financial Network
- Derek Brooks, CFPWells Fargo Advisors
- Timothy Veazey, CFP, ChFCCommonwealth Financial Network
- Jason Mosher, CFPArkadios Wealth Advisors
- Andrew Ward, CFP