Bradley Kucharo is a CFP-designated registered investment advisor at Kucharo Wealth, based in Charlotte, NC, with 7 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 49 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.35% |
| $4.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
The above fee schedule applies when NOT enrolled in Financial Planning Services. Clients who are also engaged in our financial planning services are charged a reduced advisory fee of 0.50% on the first $1,000,000 of assets under management. The Outside Manager will debit the Client's account for both the Outside Manager's fee, and KW's advisory fee, and will remit KW's fee to KW. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
1422 South Tryon Street, Suite 300, Charlotte, NC, 28203
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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
Kucharo Wealth
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Brightworth, LLC
State Registrations5 states
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