| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
900 Larkspur Landing Circle, Suite 100, Larkspur, CA, 94939
Get directionsBradley works full-time as a Retirement Plan Consultant at Tamalpais Asset Management, a Registered Investment Advisor, since June 2023. He helps small and mid-sized businesses develop and maintain retirement plans, and provides wealth management services to individuals.