Bradley Chapman
Bradley Chapman is a CFP-designated registered investment advisor at Opus Private Wealth Group, LLC, based in Westlake Village, CA, with 23 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 142 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Opus Private Wealth Group offers comprehensive portfolio management services through wrap accounts. The fees for this service are described in a separate Wrap Fee Program Brochure. The firm also uses Pontera to manage assets held away, such as 401(k) accounts, and covers the 0.30% fee charged by Pontera for those assets.
Location
5743 Corsa, Suite 218, Westlake Village, CA, 91362
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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 ActivitiesSells Insurance
Bradley is involved in an insurance business since 2014. This investment-related activity requires minimal time.
Employment History
Current Registrations
Opus Private Wealth Group, LLC
Previous Registrations
Ameriprise Financial Services, INC.
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.