Bradley Patrick
Bradley Patrick is a ChFC-designated registered investment advisor at Cedar Mountain Advisors, LLC, based in Lake Oswego, OR, with 34 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, High Net Worth, and 3 more. Their firm serves 877 clients with $1.1B 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
5285 Meadows Rd, Suite 360, Lake Oswego, OR, 97035
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 ActivitiesSells Insurance
Bradley is involved in fixed insurance sales, specifically life, disability, and long-term care insurance. This activity requires a few hours per week.
Employment History
Current Registrations
Cedar Mountain Advisors, LLC
Previous Registrations
Securities America, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations2 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.