Bradley Mcfadden is a registered investment advisor at Glenorchy Capital Limited, based in Boorolite, with 4 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 366 clients with $220M 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 | 2.00% |
Fees are calculated daily and charged quarterly. There is also a performance fee of 20% above the total return of the iShares US 1-3 month Treasury Bond ETF (Ticker: BIL), charged annually. Fees may be negotiable.
Fee Estimator
Location
Boorolite
Get directionsHistory
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 Activities
Bradley is a director at Right Path Financial Ltd, providing investment advice to Australian clients, and a content contributor for Capitalist Exploits Ltd, a financial newsletter publisher. These activities take about a quarter of Bradley's time and about half of Bradley's time, respectively.
Employment History
Current Registrations
Glenorchy Capital Limited
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.