Raymond P. Bradley is a registered investment advisor offering investment management services. He focuses on asset diversification and rebalancing, tailoring portfolios to individual client goals. He primarily uses mutual funds and exchange-traded funds, but may include individual stocks or bonds. He aims to help clients accumulate wealth long-term and is not suited for day traders.
Assets Under Management$75M
Clients300
Advisors2
Avg. per Client$250K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.05% |
| $250K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.54% |
| $5M+ | 0.28% |
Fees include an additional service fee from Ausdal Financial Partners.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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