Bradley Malia
Bradley Malia is a registered investment advisor at Foundations Investment Advisors LLC, based in Kennesaw, GA, 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 Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
125 Townpark Dr, Suite 300, Kennesaw, GA, 30144
Get directionsHistory
Regulatory History (1)
Regulatory
March 2002Other Business ActivitiesSells Insurance
Bradley is an independent insurance agent with Malia Financial Group since 2015. This takes a significant amount of his time, approximately 64 hours per month.
Employment History
Current Registrations
Foundations Investment Advisors LLC
State Registrations3 states
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
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