Bradley Wealth offers customized investment advice, recommendations for third-party asset management platforms, and advice on alternative investments. They also provide comprehensive financial planning, including cash flow analysis, retirement planning, college planning, and estate planning. Clients can choose investment management, third-party asset management, or financial planning services. Bradley Wealth also offers access to the Betterment platform for automated investment advisory services.
Assets Under Management$280M
Clients279
Advisors2
Avg. per Client$1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.00% |
Fee schedule is negotiable. The value of retirement accounts or assets managed on the Pontera platform will be included in a client’s aggregate asset under management for advisory fee billing purposes.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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