Bradley Roth
Bradley Roth is a registered investment advisor at Ux Wealth Partners LLC, based in Greensburg, PA, with 13 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $2.1B 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 $25.0M | 0.16% |
| $25.0M - $50.0M | 0.14% |
| $50.0M - $75.0M | 0.12% |
| $75.0M - $100.0M | 0.10% |
| $100M+ | 0.08% |
Manager fee depends on the manager selected (0% to 0.49%). Fees are negotiable.
Fee Estimator
Location
327 W. Pittsburgh Street, Greensburg, PA, 15601
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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 →Other Business ActivitiesSells Insurance
Bradley is a licensed insurance agent and owner of McDowell Associates, offering insurance products that may create a conflict of interest. He also owns 23.5% of THOR Financial Technologies, LLC, an SEC registered investment advisor and manager of the $THLV ETF, where he acts as a portfolio manager.
Employment History
Current Registrations
Ux Wealth Partners LLC
Thor Financial Technologies
Mcdowell Associates Investments, LP
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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