Bradley Smith is a registered investment advisor at Dearborn Partners L.L.C., based in Chicago, IL, 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, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 285 clients with $2.7B 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 | 1.00% |
Annual fees generally range from 0.25% to 1.00% depending on the strategy and portfolio size. Fees are negotiable.
Fee Estimator
Location
200 W Madison St, Suite 1950, Chicago, IL, 60606
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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 minority owner/partner in MPI Investment Management Inc., an investment advisory firm, since 2002. He devotes minimal time to this activity, and his stake is purely one of ownership.
Employment History
Current Registrations
Dearborn Partners L.L.C.
Previous Registrations
Dearborn Partners L.L.C.
Mpi Investment Management 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.
Exams
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