Bradley Donner is a registered investment advisor at Cl Wealth Management LLC, based in Canandaigua, NY, with 37 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,073 clients with $630M 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% |
All fees are negotiated between the advisor and the client. A portion of the annual fee may be paid to the account custodian for billing, reporting and/or other administrative functions.
Fee Estimator
Location
493 S. Main Street, Canandaigua, NY, 14424
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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.