BC
CFA
BC
CFA

Bradley Chitty

14 Years of Experience
Atlanta, GA

Bradley Chitty is a CFA-designated registered investment advisor at Premis Advisors, LLC, based in Atlanta, GA, with 14 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 9 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$187.4M

Fee Structure

Minimum Investment:$10M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M0.60%
$10.0M - $20.0M0.50%
$20.0M - $40.0M0.45%
$40.0M - $80.0M0.40%
$80.0M - $120.0M0.35%
$120M+0.30%

Legacy clients may have materially different rates. Under certain circumstances your fee, while based on the assets under management schedule, may be represented as a fixed fee in your agreement with our firm.

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

3344 Peachtree Road, Ne, Suite 800, Atlanta, GA, 30326

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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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Other Business Activities

Bradley founded TourSimply, LLC, a software company for the real estate industry, in 2015 and serves as its CEO. He dedicates minimal time to this business, intending to sell or terminate it.

Employment History
Current Registrations
Premis Advisors, LLC
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - April 2014 · 4 yrs 10 mos
State Registrations1 state
GA
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.