Bradley Foster is a CFA-designated registered investment advisor at Ntv Asset Management, LLC, based in Charleston, WV, with 12 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 347 clients with $960M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for accounts over $20,000,000. Fixed income services have a different fee schedule: 0.30% on the first $5M, 0.20% on the next $5M, and negotiable over $10M. A recommended minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.
Fee Estimator
Location
170 Summers Street, Suite 200, Charleston, WV, 25301-1800
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ntv Asset Management, LLC
Previous Registrations
Mckinley Carter Wealth Services, INC.
Mckinley Carter Wealth Services, INC.
Wells Fargo Advisors, LLC
Citigroup Global Markets INC.
State Registrations1 state
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