Bradley Dorman is a registered investment advisor at Whalerock Point Partners, LLC, based in Providence, RI, with 26 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 136 clients with $1B 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Most clients are charged a flat annual rate of up to approximately 1.1%. The firm sets the rate after consideration of the size of the account, the type of assets to be managed, the firm's estimate of the complexity and time requirements of the engagement, and other factors.
Fee Estimator
Location
One Turks Head Place, Suite 1050, Providence, RI, 02903
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Whalerock Point Partners, LLC
Previous Registrations
Columbia Management Advisors, INC.
Fleet Investment Advisors INC.
State Registrations2 states
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