Brad Small
Brad Small is a registered investment advisor at Thepartners Wealth Management, based in Sinking Spring, PA, with 26 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
1042 Columbia Avenue, Suite 1, Sinking Spring, PA, 19608
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2021Employment Separation After Allegations
June 2005Other Business ActivitiesSells Insurance
Brad is involved in several outside business activities, including managing rental real estate, selling insurance products (life insurance and others), and serving as a managing partner at Coactive Wealth Strategists LLC (processing business through Osaic and insurance companies). He also dedicates time to volunteer work with the Boy Scouts and runs a scholarship program, among other ventures.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
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.