Bradley Bower is a CFP-designated registered investment advisor at Patriot Investment Management Group INC, based in Knoxville, TN, with 21 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,559 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,559 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.9B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.50%
$50K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.75%

Fees over $1,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9721 Cogdill Rd, Ste 101, Knoxville, TN, 37932

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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
Patriot Investment Management Group INC
February 2005 - Present · 21 yrs 2 mos
Previous Registrations
Patriot Investment Management Group INC
April 2004 - December 2004 · 8 mos
State Registrations2 states
TNTX
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.