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Michael Bradley

3 Years of Experience
Needham, MA

Michael Bradley is a registered investment advisor at Armstrong Advisory Group INC., based in Needham, MA, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,494 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,494 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.5M1.00%
$3.5M - $5.0M0.75%
$5M+0.50%

Default annual rates shown. Negotiable rates may apply. Fees are billed monthly in arrears based on average daily market value.

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

144 Gould St, Suite 210, Needham, MA, 02494

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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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Employment History
Current Registrations
Armstrong Advisory Group INC.
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Securities America, INC.Broker
August 2020 - June 2022 · 1 yr 10 mos
State Registrations1 state
MA
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.
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