Bradley Joselit is a registered investment advisor at Joselit Asset Management, based in Northbrook, IL, with 15 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, Investment Management, Retirement Planning. Their firm serves 24 clients with $67M 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 | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $18.0M | 0.70% |
| $18.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1363 Shermer Road, Suite 325, Northbrook, IL, 60062
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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
Joselit Asset Management
State Registrations2 states
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