Bradley Joubert
Bradley Joubert is a CFP-designated registered investment advisor at Wealthcare Capital Management LLC, based in Fort Mill, SC, with 18 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,691 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Annual management fee is up to 1.85% based on investment types, relationship size, and other factors. Fees may be negotiable.
Fee Estimator
Location
1171 Market Street, Suite 206, Fort Mill, SC, 29708
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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
The provided text only includes the name and location of a business, Beacon Small Business Solutions. There is no information about Bradley's role or time commitment.
Employment History
Current Registrations
Wealthcare Capital Management LLC
Previous Registrations
Bb&t Asset Management, INC.
State Registrations1 state
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
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