Cortland Bradbury
Cortland Bradbury is a registered investment advisor at Private Client Services, LLC, based in Louisville, KY, with 31 years of industry experience. Cortland 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, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2225 Lexington Rd, Louisville, KY, 40206
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Cortland works full-time at Heritage Wealth Partners since 2014. He also sells fixed insurance products through Ash Brokerage and Highland Capital Brokerage, dedicating minimal time to each, and is a board member for Ohio Jump Start, promoting financial literacy.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Previous Registrations
Heritage Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.Broker
State Registrations13 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.