Bradley Catherman
Bradley Catherman is a registered investment advisor at Granite Financial Advisors, INC., based in Lewisburg, PA, with 8 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 11 clients with $1.8M 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 | 0.50% |
This is the fee for the Maintenance Plan. Simple Plan is 0.75% and Comprehensive Plan is 1.00%. Fees may be negotiable based on client circumstances and needs.
Fee Estimator
Location
Lewisburg, PA
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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.
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Bradley is a full-time teacher in the Lewisburg Area School District from September to May, dedicating about 37.5 hours per week to this role. He does not devote any time to this position during the summer months.
Employment History
Current Registrations
Granite Financial Advisors, 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.