Bradley Swinsburg
Bradley Swinsburg is a CFA-designated registered investment advisor at Smith & Howard Wealth Management, LLC, based in Atlanta, GA, with 17 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 217 clients with $730M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable for amounts over $10,000,000. Minimum portfolio value is generally $1,000,000 and minimum annual fees may apply.
Fee Estimator
Location
271 17th Street Nw, Suite 2100, Atlanta, GA, 30363
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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
Smith & Howard Wealth Management, LLC
Previous Registrations
Hirtle, Callaghan & CO., LLC
J.P. Morgan Securities LLC
State Registrations2 states
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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