| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees and breakpoints are negotiable.
2-10 Broad St., Suite 203/303, Red Bank, NJ, 07701
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Learn about disclosures →Bradley is the President and CEO of Harrison Wealth Management, a holding company, dedicating a few hours per week to bookkeeping and accounting. He is also the President and CIO of B Riley Wealth Insurance, selling life, health, fixed, and variable annuities, dedicating a few hours per week.