JB
CFA · CFP
JB
CFA · CFP

James Edgar Bradley

28 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
796 clients
Average Client Portfolio
$546K average
Assets Under Management
$434.5M

Fee Structure

Minimum Investment:$200K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.60%
$5M+0.40%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$4,800
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Location

One Monument Square, Suite 501, Portland, ME, 04101

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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

James is a flight instructor/pilot at Maine Coastal Flight Center, spending about 10-20% of his time there. He is also a managing member of Marlboro By The LLC, a rental/vacation property, dedicating a few hours per week. Additionally, James is a volunteer board member and Treasurer for Hospice Volunteers of Hancock County, spending about 10-20% of his time.

Employment History
Current Registrations
Penobscot Financial Advisors
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Mid Atlantic Financial Management, INC.
April 2014 - August 2017 · 3 yrs 4 mos
Mid Atlantic Capital CorporationBroker
April 2014 - July 2017 · 3 yrs 3 mos
Ing Financial Partners, INC
January 2011 - April 2014 · 3 yrs 3 mos
Ing Financial Partners, INC.Broker
January 2011 - April 2014 · 3 yrs 3 mos
Ing Financial Advisers, LLC
July 2000 - January 2011 · 10 yrs 6 mos
Ing Financial Advisers, LLCBroker
June 2000 - January 2011 · 10 yrs 7 mos
Aetna Financial Services, INC.Broker
May 2000 - September 2000 · 4 mos
Financial Network Investment CorporationBroker
July 1999 - December 2000 · 1 yr 5 mos
Aetna Financial Services, INC.Broker
April 1997 - January 2000 · 2 yrs 9 mos
Aetna Investment Services, INC.Broker
April 1997 - January 2000 · 2 yrs 9 mos
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.