| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
1650 Garnet Ave., #1137, San Diego, CA, 92109
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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 →Bradley owns Thrive Portfolios, Inc., an investment-related business, and spends a few hours per week on it. He also owns Delta Companies, LLC, a property management consulting business, dedicating a few hours per week.