Bradley Smith is a registered investment advisor at Smith & CO Advisory LLC, based in Beavercreek, OH, 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 294 clients with $130M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Location
50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440
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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 →Other Business Activities
Bradley is a partner at Smith Wynd CPA, providing tax services, taking nearly full-time. He is also an owner of Smith Wynd & Co LLC, working as a transaction advisor a few hours per week, and an owner of Brad Smith CPA LLC, a management entity, dedicating about 10-20% of his time.
Employment History
Current Registrations
Smith & CO Advisory LLC
Westminster Financial Advisory CORP
Previous Registrations
Horter Investment Management, LLC
Piedmont Investment Advisors, LLC
Woodbury Financial Services, INC.
State Registrations17 states
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