Brad Weinberg is a CFA-designated registered investment advisor at W Bradley Wealth Management LLC, based in Oviedo, FL, with 1 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
W Bradley Wealth Management's investment management fee is a negotiated flat fee, typically ranging from $4,000 to $40,000 annually, prorated and payable monthly or quarterly in advance. The fee is based on factors such as the client's situation and the services required.
Location
Oviedo, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brad is a Partner at Blueprint Health, a digital health accelerator firm, and a Manager of the General Partner for associated funds. He spends minimal time on this activity, which involves strategic advice, fund management, and reporting.
Employment History
Current Registrations
W Bradley Wealth Management LLC
State Registrations1 state
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