Bradford Williams is a registered investment advisor at Lebed Asset Management LLC, based in Boston, MA, with 22 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 $24M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are subject to negotiation in limited circumstances. This schedule is for diversified portfolios. Equity portfolios are charged 1.00% on the first $5,000,000 and 0.75% on amounts over $5,000,000.
Fee Estimator
Location
6 Beacon Street, Suite 725, Boston, MA, 02108-3810
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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
Bradford is the Director of Fund Research at Lebed Asset Management LLC, a registered investment advisor, since March 2011. His duties involve fund selection, monitoring, and making recommendations, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Lebed Asset Management LLC
Boston Portfolio Advisers
Previous Registrations
Boston Investment Advisers, INC.
Wingate Financial CORP
State Registrations2 states
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