Marisa Bradbury is a CFA, CFP-designated registered investment advisor at Sigma Investment Counselors, based in Lake Mary, FL, with 15 years of industry experience. Marisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 775 clients with $2.2B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are subject to negotiation at Sigma's discretion. A minimum fee of $10,000 annually is charged, which may be higher than the stated schedule.
Fee Estimator
Location
255 Primera Blvd., Suite 160, Lake Mary, FL, 32746
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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
Sigma Investment Counselors
State Registrations3 states
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