Bradford Financial Services Corp offers investment advice and asset management services. Through meetings and discussions, clients provide financial data to determine risk tolerance and investment goals. Bradford Financial Services Corp offers asset management planning, asset management services, and assistance in identifying third-party registered investment advisors.
Fee Structure
Bradford Financial Services Corp offers two main fee schedules for asset management clients: a current fee schedule and a legacy fee schedule.
Current Fee Schedule (for clients engaged after September 2020):
- First $250,000: 1.250% per year
- Next $750,000 (from $250,000 to $1,000,000): 1.200% per year
- Next $1,000,000 (from $1,000,000 to $2,000,000): 1.150% per year
- Next $23,000,000 (from $2,000,000 to $25,000,000): 1.050% per year
- Above $25,000,000: 0.800% per year
Fees can be calculated and paid monthly or quarterly, based on the ending value of the client's account, computed and payable in advance.
Legacy Fee Schedule (for clients engaged before September 2020):
- A flat fee of 1% per year on all assets.
- In 2017, a platform fee was implemented:
- First $250,000: 0.200% per year
- Next $500,000 (from $250,000 to $750,000): 0.125% per year
- Next $1,250,000 (from $750,000 to $2,000,000): 0.050% per year
- Above $2,000,000: 0.010% per year
Fees were calculated quarterly based on the average daily balance of the account value during a calendar quarter, computed and payable in advance.