Brad Headley is a CFA-designated registered investment advisor at Vulcan Value Partners LLC, based in Birmingham, AL, with 4 years of industry experience. Brad 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 312 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vulcan Value Partners charges a percentage of your portfolio annually for investment management. The exact percentage depends on the investment strategy and the amount you invest. Fees are negotiable and may vary based on factors like your specific circumstances, the complexity of your account, and the total amount managed.
Here's a general overview of the fee structure:
Large Cap Strategy
- First $10 million: 0.80% per year
- Next $40 million: 0.70% per year
- Over $50 million: 0.60% per year
Small Cap and All Cap Strategies
- First $10 million: 1.00% per year
- Next $40 million: 0.85% per year
- Over $50 million: 0.75% per year
Focus and Focus Plus Strategies
- First $50 million: 0.75% per year
- Next $200 million: 0.65% per year
- Over $250 million: 0.55% per year
Enduring Advantage US Strategy
- First $50 million: 0.45% per year
- Next $200 million: 0.35% per year
- Over $250 million: 0.25% per year
Enduring Advantage Global Strategy
- First $50 million: 0.65% per year
- Next $200 million: 0.55% per year
- Over $250 million: 0.45% per year
Location
Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL, 35223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vulcan Value Partners LLC
State Registrations1 state
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