Bradley Eisen is a registered investment advisor at Westwood Management CORP, based in Westport, CT, with 20 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 247 clients with $12B 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 $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees vary significantly by strategy. The schedule shown reflects general rates for equity and tactical strategies. Minimum investments typically range from $1 million to $50 million depending on the strategy.
Fee Estimator
Location
Westport, CT
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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 Senior Divisional Consultant at Westwood Management Corp. since November 2022. This is a full-time position.
Employment History
Current Registrations
Westwood Management CORP
Salient Capital L.P.
Salient Capital L.P.Broker
Previous Registrations
Salient Capital Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
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.
Exams
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