Bradford Stelzer
Bradford Stelzer is a CFA-designated registered investment advisor at Joel R. Mogy Investment Counsel INC., based in Beverly Hills, CA, with 4 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 257 clients with $2.1B 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 $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
315 South Beverly Drive, Suite 400, Beverly Hills, CA, 90212-4301
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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
Joel R. Mogy Investment Counsel INC.
State Registrations2 states
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