Bradley Shepherd
Bradley Shepherd is a ChFC-designated registered investment advisor at Founders Financial Securities, LLC, based in Towson, MD, with 33 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. Their firm serves 9,021 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.
Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.
Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.
Location
1020 Cromwell Bridge Rd, 2nd Floor, Towson, MD, 21286
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
Bradley works full-time as a financial consultant and insurance agent through FFS & FFIN at Brooks Financial Group, Inc. He also holds a board position at Building for God Community Foundation, dedicating about 10-20% of his time, and is the owner of Servus Wealth LLC and CEO of Founders Financial, LLC.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Previous Registrations
Intersecurities, INC.
Intersecurities, INC.Broker
Crestar Securities CorporationBroker
Citizens Brokerage Services, INC.Broker
State Registrations52 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.