Logan Bradley
Logan Bradley is a registered investment advisor at Hamsher Wealth Management, LLC, based in Greenwood Village, CO, with 4 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 64 clients with $9.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hamsher Wealth Management offers investment management through third-party money managers like Gradient Investments. The fees for these services are a percentage of your portfolio and are negotiable. Hamsher Wealth Management receives a portion of the fee charged by Gradient Investments. Here are the annual fees for different portfolio types:
- Strategic Portfolios: 2.00% (1.00% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Tactical Portfolios: 1.80% (0.80% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Allocation & Defined Outcome Portfolios: 1.70% (0.70% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Preservation Portfolios: 1.00% (0.40% to Gradient Investments, 0.60% to Hamsher Wealth Management)
- Private Wealth Portfolios: 1.50% (0.50% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Client Directed Accounts: $300 to Gradient Investments, $0 to Hamsher Wealth Management
Location
7100 E. Belleview Ave, Suite 210, Greenwood Village, CO, 80111
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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
Logan is an insurance agent with The Hamser Group, Inc. since 2022, selling insurance and annuities and performing needs analysis. This takes about a quarter of Logan's time.
Employment History
Current Registrations
Hamsher Wealth Management, LLC
State Registrations3 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.