Bradley Kleinfelter
Bradley Kleinfelter is a registered investment advisor at Black Oak Wealth Management, LLC, based in Phoenixville, PA, with 19 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 46 clients with $13M 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 $249K | 1.25% |
| $249K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Phoenixville, PA
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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 →Employment History
Current Registrations
Black Oak Wealth Management, LLC
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Morgan Stanley
State Registrations1 state
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