Jonathan Bradley
Jonathan Bradley is a registered investment advisor at Demeter Tactical Investments CORP., based in Louisville, KY, with 7 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 404 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DTIC provides asset management services to clients of independent RIAs. DTIC charges a fee based on the assets managed, which is determined by the agreement between DTIC and the independent RIA. The custodian will deduct the combined fees and disburse them to each party. DTIC's maximum advisory fee is 1%, and fees are negotiable.
Location
Louisville, KY
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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.
Learn about disclosures →Employment History
Current Registrations
Demeter Tactical Investments CORP.
Previous Registrations
Msh Capital Advisors LLC
M. S. Howells & CO.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.