Bradley Soper is a CFA-designated registered investment advisor at Foster & Motley INC, based in Cincinnati, OH, with 11 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 926 clients with $2.9B 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 | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Minimum fee of $2,500 per quarter applies. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
7755 Montgomery Road, Suite 100, Cincinnati, OH, 45236
Get directionsHistory
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
Foster & Motley INC
State Registrations1 state
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
More Advisors
- Joseph Patterson, CFPFoster & Motley INC
- Sarah Browne, CFAFoster & Motley INC
- Zachary Losey, CFPFoster & Motley INC
- Thomas Guidi, CFAFoster & Motley INC
- Irene Tsai, CFA, CFP, ChFCFoster & Motley INC
- Anthony Luckhardt, CFPFoster & Motley INC