BH
CFA
BH
CFA

Bradley William Horstmann

23 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
23 advisors
Number of Clients
223 clients
Average Client Portfolio
$34.3M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

301 South College Street, #3800, Charlotte, NC, 28202-6002

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bradley is the sole owner and participant in Horstmann Motorsports LLC, an amateur motorsport racing business, since 2014. He dedicates a few hours per week to this activity as an owner and driver.

Employment History
Current Registrations
Wedge Capital Management LLP
December 2001 - Present · 24 yrs 2 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.