Bradley Rosen is a registered investment advisor at Ironview Capital Management, LLC, based in Conshohocken, PA, with 26 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 413 clients with $1.1B 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 | 1.50% |
Fees are negotiable. A fee in excess of 3.00% of assets under management will only be charged in cases where the client has significant investment returns.
Fee Estimator
Location
200 Barr Harbor Drive, Suite 400, Conshohocken, PA, 19428
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 ActivitiesSells Insurance
Bradley is a licensed insurance agent and president of Rosen Financial, Inc. dba Longevity Financial, spending about half his time on insurance sales including long-term care, disability, term life, health insurance, index life, and universal life. He also dedicates a few hours per week to insurance sales through Ironview Capital Management and minimal time as a board member of a business networking group.
Employment History
Current Registrations
Ironview Capital Management, LLC
Previous Registrations
Forest Securities,inc.Broker
National Planning CorporationBroker
Questar Capital CorporationBroker
United Planners' Financial Services of America a Limited PartnerBroker
Direct Capital Securities, INC.Broker
Cambridge Legacy Securities L.L.C.Broker
Ims Securities, INC.Broker
Securities America, INC.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.