Bradyco Financial is an investment management firm that primarily serves individuals and families. They manage clients’ investments to help them prepare for retirement. Bradyco Financial's investment approach focuses on investing in common stocks of publicly traded companies believed to be undervalued. Investment decisions are made by Bradley F. Richardson without prior consultation with clients, but subject to any written investment guidelines.
Assets Under Management$180M
Clients37
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.75% |
This is a 'cliff' fee schedule, meaning the entire portfolio is charged the listed annual fee based on total assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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