BH
CFP
BH
CFP

Bradford Hess

11 Years of Experience
Pittsburgh, PA
Sells Insurance

Bradford Hess is a CFP-designated registered investment advisor at Steel Tower Investments, based in Pittsburgh, PA, with 11 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 68 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
68 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$258.7M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard fee is 1.5% of assets under management, but may be negotiated up or down based on individual circumstances. Fees will not exceed 2%.

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

444 Liberty Avenue, Suite 1400, Pittsburgh, PA, 15222

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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 ActivitiesSells Insurance

Bradford is an independent licensed insurance agent since September 2023. This activity is investment-related.

Employment History
Current Registrations
Steel Tower Investments
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Levy Wealth Management Group
November 2021 - September 2023 · 1 yr 10 mos
LPL Financial LLCBroker
October 2021 - August 2023 · 1 yr 10 mos
Goldman Sachs Personal Financial Management
July 2016 - August 2021 · 5 yrs 1 mo
Ing Financial Partners, INC
January 2013 - November 2013 · 10 mos
Ing Financial Partners, INC.Broker
July 2011 - November 2013 · 2 yrs 4 mos
State Registrations1 state
PA
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.