Howard Bradley
Howard Bradley is a CFP-designated registered investment advisor at Chicago Partners Investment Group LLC, based in Chicago, IL, with 27 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,384 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chicago Partners Wealth Advisors charges an annual fee based on a percentage of the assets they manage, generally between 0.3% and 1.25%. The exact fee depends on factors like the amount of assets, complexity, and scope of services. There is a $5,000 annual minimum fee for investment management services. For the Chicago Partners Optimized Intelligent Portfolios Platform, the annual fee is 0.60% for accounts valued at $500,000 or greater and 0.65% for accounts valued at less than $500,000.
Location
1 North Wacker Drive, Suite 4075, Chicago, IL, 60606
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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 →Other Business ActivitiesSells Insurance
Howard is an independent insurance agent, selling fixed life and annuities since 2012, dedicating minimal time to this activity. He also owns Veritas Planned Capital, but has no duties and spends no time on it.
Employment History
Current Registrations
Chicago Partners Investment Group LLC
Previous Registrations
Northlanding Financial Partners, LLC
Northlanding Financial Partners, LLC
Mutual Securities, INC.Broker
Northlanding Financial Partners, LLC
Wall Street Financial Group, INC.Broker
Wall Street Financial Group, INC
Ensemble Financial Services, INC.
Ensemble Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.