Bradford Greenleaf is a CFA-designated registered investment advisor at Trinexus Capital, LLC, based in Windham, NH, with 8 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TriNexus Capital's fees are based on a percentage of the value of your portfolio. The specific percentage can range up to 2% annually, and is payable monthly or quarterly. In addition to the management fee, TriNexus Capital may also charge a performance-based fee, which is a percentage of the net profits earned in your account. This performance fee can range up to 20% of net profits over an agreed-upon time period, typically annually.
Location
115 Indian Rock Road, #6, Windham, NH, 03087-1152
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 →Employment History
Current Registrations
Trinexus Capital, LLC
Previous Registrations
Beaconcrest Capital Management
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.