Bradley Simich
Bradley Simich is a CFP, ChFC-designated registered investment advisor at Korhorn Financial Group, based in Edwardsburg, MI, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,339 clients with $1.2B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fixed income securities are charged at 0.25%. Custom index strategies carry an additional 0.10% fee. Fees are negotiable.
Fee Estimator
Location
69950 M-62, Edwardsburg, MI, 49112
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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 →Other Business ActivitiesSells Insurance
Bradley is an employee of Korhorn Financial Group, Inc., working full-time. He is also an insurance advisor for KFG Insurance Agency, LLC, spending about a quarter of his time, and a tax preparer for KFG Tax and Business Services, LLC, dedicating about half his time during tax season. Additionally, Bradley owns a scuba equipment and instruction business, Just Add H2O, spending about a quarter of his time.
Employment History
Current Registrations
Korhorn Financial Group
Previous Registrations
Gradient Advisors, LLC
Howard Bailey Securities, LLC
Edward Jones
Edward JonesBroker
State Registrations2 states
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
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