DouglasBradley LLC offers investment management and financial planning services tailored to individuals, families, trusts, estates, and family businesses. The firm clarifies client goals and objectives through meetings and correspondence to determine the appropriate course of action. Investment strategies are based on individual client needs, including risk tolerance, time horizon, and financial health. DouglasBradley also advises investment management clients on non-securities matters as a courtesy.
Assets Under Management$84M
Clients75
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $1.0M | 1.25% |
| $1M+ | 0.95% |
Fees are negotiable. Fixed fees are also available, typically ranging from $300 to $1,000 per month.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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