Brad Neumann is a CFA-designated registered investment advisor at Trumbower Financial Advisors LLC, based in Bethesda, MD, with 20 years of industry experience. Brad 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, Tax Planning. Their firm serves 246 clients with $2B 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 | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees may be negotiated. The percentage applicable to implementation of a CFI ladder will not, generally, exceed 0.30% - as long as total assets under management within a household are valued at $1 million or more.
Fee Estimator
Location
3 Bethesda Metro Center, Ste 340, Bethesda, MD, 20814-5330
Get directionsHistory
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
Brad is the owner and sole proprietor of a rental property since 2007. This activity requires minimal time.
Employment History
Current Registrations
Trumbower Financial Advisors LLC
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations3 states
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.