Bradley Dolhi
Bradley Dolhi is a registered investment advisor at Citizens Securities, INC., based in Butler, PA, with 18 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B 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 $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
301 North Main Street, Butler, PA, 16001
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2017Other Business Activities
Bradley is the Vice President of the Center Township Athletic Association, where he handles field maintenance, coaching, organizing fundraising/grants. This takes about 10-20% of his time.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed, INC.Broker
State Registrations4 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.
Exams
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