Bradley Mcgrew is a CFP-designated registered investment advisor at Waypoint Wealth Counsel LLC, based in Atlanta, GA, with 16 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, Insurance Planning, and 2 more. Their firm serves 225 clients with $660M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Portfolios are subject to a $15,000 minimum annual fee per household which can exceed our highest published 1.0% annual fee rate. Fees are negotiable.
Fee Estimator
Location
3715 Northside Parkway Nw, Building 400, Suite 775, Atlanta, GA, 30327
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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
Waypoint Wealth Counsel LLC
Previous Registrations
Waypoint Wealth Counsel LLC
Goepper Burkhardt LLC
Brightworth, LLC
Suntrust Investment Services, INC.
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.