Bradford Boisvert is a registered investment advisor at Rawlings Wealth Management, based in Glastonbury, CT, with 11 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 38 clients with $16M 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 | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be discounted for aggregated accounts.
Fee Estimator
Location
Glastonbury, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradford is a full-time employee as a Group Financial Controller at GKN Aerospace.
Employment History
Current Registrations
Rawlings Wealth Management
State Registrations2 states
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