| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are generally negotiable.
Fairfield, CT
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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 →Bradford is dually-registered as an Investment Advisor Representative with Snowwater Investment Partners, LLC and as a Registered Representative with March Capital Corp. Approximately 90% of Bradford's time is dedicated to Snowwater, with the remaining time spent with March.