EB
EB

Ellen Bradford

7 Years of Experience
Birmingham, AL

Ellen Bradford is a registered investment advisor at Indivisible Partners, based in Birmingham, AL, with 7 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 460 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
460 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$1.5B

Fee Structure

Indivisible Partners' fees for managing your investments are calculated as a percentage of the total market value of your portfolio. The exact fee is negotiated with your financial advisor and can vary depending on the complexity of your portfolio, the amount you invest, and other factors. The maximum advisory fee is 1.50%. Fees are billed monthly, based on the value of your account at the end of the previous month. The advisory fee includes certain administrative and transaction fees, but does not include fees charged by third-party investment managers.

Loading...

Location

2231 20th Avenue South, suite 200, Birmingham, AL, 35223

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Indivisible Partners
June 2025 - Present · 10 mos
Previous Registrations
Hightower Advisors, LLC
May 2023 - June 2025 · 2 yrs 1 mo
Hightower Securities, LLCBroker
May 2023 - December 2024 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
June 2020 - May 2023 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLC
June 2020 - May 2023 · 2 yrs 11 mos
UBS Financial Services INC.
October 2018 - July 2020 · 1 yr 9 mos
UBS Financial Services INC.Broker
August 2018 - July 2020 · 1 yr 11 mos
State Registrations3 states
ALSCVA
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.