Howard Bradley
Howard Bradley is a CFP-designated registered investment advisor at Chicago Partners Investment Group LLC, based in Victor, NY, with 28 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,764 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees generally range between 0.30% and 1.25% based on asset size, account composition, and complexity. Fees are negotiable.
Fee Estimator
Location
Victor, NY
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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.
Exams
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