Bradford Bugher
Bradford Bugher is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wilmington, DE, with 33 years of industry experience. Bradford is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
2951 Centerville Rd, Wilmington, DE, 19808
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2018Customer Dispute
September 2018Other Business Activities
Bradford is a general partner in a real estate rental property since 2004, dedicating minimal time. He also works as a spinning instructor at The Bike Boutique, spending a few hours per week, and owns Christiana Investors, managing residential real estate with minimal time commitment.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations35 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.
Exams
More Advisors
- Richard MurrayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Natalie PlazaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- George ManiatisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph ValdriniMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephanie ChristianoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- I PlazaMerrill Lynch, Pierce, Fenner & Smith Incorporated