BB
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Bradley Bauer

13 Years of Experience
Columbus, OH

Bradley Bauer is a registered investment advisor at Powers Capital Management, LLC, based in Columbus, OH, 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 18 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
18 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$22.8M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are negotiable.

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

4100 Horizons Drive, Suite 101, Columbus, OH, 43220

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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 is employed at Cambridge Financial Group, an SEC Registered investment advisory firm. He is also an Ohio Real Estate Salesperson (Realtor) employed at Concierge Real Estate and Investment.

Employment History
Current Registrations
Powers Capital Management, LLC
September 2024 - Present · 1 yr 8 mos
Cambridge Financial Group, INC.
March 2012 - Present · 14 yrs 2 mos
State Registrations1 state
OH
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.