Bradley Eisen is a registered investment advisor at Westwood Management CORP, based in Westport, CT, with 20 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 289 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westwood Management Corp. charges a percentage of the assets they manage. Fees are negotiable and depend on the account size, complexity, and services requested. Minimum account sizes may be waived. Fees are typically billed quarterly in advance for separately managed accounts and monthly in arrears for pooled investments. Some clients may be invested in mutual funds or exchange traded funds, which assess additional fees.
Location
Westport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.Broker
Citigroup Global Markets INC.
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.