Bradley Glotzbach is a registered investment advisor at Atlas Brown, based in Louisville, KY, with 26 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 448 clients with $570M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
The typical annualized fee is between 0.75% and 1.00% (may include breakpoints) depending upon the market value of the assets under management, the type of investment management services to be rendered, and the Family Office Services required by each client. The management fee is subject to negotiation and Atlas Brown may charge a lesser investment management fee in certain circumstances (e.g., discounted fees for employees).
Fee Estimator
Location
333 East Main Street, Suite 400, Louisville, KY, 40202-1259
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2001Other Business Activities
Bradley works as a fitness instructor at YMCA Louisville since August 2015. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Atlas Brown
Previous Registrations
Natcity Investments, INC.
Natcity Investments, INC.Broker
Fifth Third Securities, INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.