Brad Bailey is a registered investment advisor at Brown Edwards Wealth Strategies, based in Lynchburg, VA, with 27 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 200 clients with $330M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
All accounts for members of the client’s household (i.e., husband, wife, and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. Fees and account minimums may be negotiable under certain circumstances.
Fee Estimator
Location
828 Main Street, Suite 1401, Lynchburg, VA, 24504
Get directionsHistory
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 Activities
Brad owns rental real estate property since 2007, which is also the building of his CPA practice. He dedicates minimal time to this activity.
Employment History
Current Registrations
Brown Edwards Wealth Strategies
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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