Bradley Johansen
Bradley Johansen is a registered investment advisor at Omega Wealth Private Capital LLC, based in Cincinnati, OH, with 1 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, Retirement Planning. Their firm serves 286 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee ranges between 0.25% and 2.00% and is negotiable based on account value and complexity.
Fee Estimator
Location
7870 E. Kemper Road, #430, Cincinnati, OH, 45249
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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
Bradley is a media specialist for Brad Johansen Media, LLC since March 2023. He also sells insurance for Wilson Private Capital (a few hours per week) and is involved in TV hosting, writing, and production for Magellan Financial (about half of his time).
Employment History
Current Registrations
Omega Wealth Private Capital 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.
Exams
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