Bradley Graber
Bradley Graber is a CFP-designated registered investment advisor at Genesis Advisors, LLC, based in Fishers, IN, with 21 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 132 clients with $120M 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 | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Firm also offers a flat fee schedule of 1.00% for all accounts. Fees are negotiable and paid quarterly in advance.
Fee Estimator
Location
10150 Lantern Road, Suite 175, Fishers, IN, 46037
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Bradley is an independent insurance agent.
Employment History
Current Registrations
Genesis Advisors, LLC
Previous Registrations
Private Wealth Advisors, INC.
Private Consulting Group, INC.
State Registrations3 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
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