BN
CFP
BN
CFP

Bradley Noland

20 Years of Experience
Denver, CO

Bradley Noland is a CFP-designated registered investment advisor at Louis Henry Wealth Management LLC, based in Denver, CO, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 25 clients with $84M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$84.5M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.90%
$2.0M - $4.0M0.75%
$4M+0.50%

Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by Louis Henry Wealth Management and the client. In certain circumstances, fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7887 E Bellview Avenue, Suite 1100, Denver, CO, 80111

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Louis Henry Wealth Management LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Private Capital Management, LLC
March 2018 - February 2023 · 4 yrs 11 mos
Wagner Wealth Management, LLC
March 2006 - March 2018 · 12 yrs
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.