Bradley Booms is a registered investment advisor at 1st Securities Management, INC, based in Bad Axe, MI, 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 High Net Worth, Investment Management. Their firm serves 50 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
All Matson's fees are included in the chosen fund-of-fund portfolio that 1st Securities Management has chosen for its clients. Clients may be able to obtain access to the Matson Money Fund Platform through other advisors for lower fees.
Fee Estimator
Location
263 E. Huron Avenue, Bad Axe, MI, 48413-1279
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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 Activities
Bradley is the owner/CPA of Booms Accounting, PLLC. He is also a member of 263 E Huron LLC, a commercial real estate rental business, spending minimal time on collecting rent, paying expenses, and building maintenance.
Employment History
Current Registrations
1st Securities Management, INC
State Registrations1 state
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