Bradley Fine
Bradley Fine is a registered investment advisor at Four Seasons Investment Management LLC, based in Rehoboth Beach, DE, with 8 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 11 clients with $15M 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 $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
If SEI Private Trust Company serves as agent for the trustee or co-trustee, add 0.60% to the annual fee schedule. 0.50% for a 100% fixed income investment portfolio
Fee Estimator
Location
Rehoboth Beach, DE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Four Seasons Investment Management LLC
State Registrations1 state
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