| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.02% |
| $500K+ | 0.01% |
Fees may be negotiable in certain instances.
20 N. Wacker Drive, Suite 1416, Chicago, IL, 60606-2902
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Bradley is a 20% owner of North Star Financial Services, a holding company, dedicating minimal time. He also owns 50% of Papatito, LLC, a rental property, spending a few hours per week managing it, and is a passive investor in OZ Vacations, LLC, another rental property.