Bradford Capital Management offers personalized investment advice to individuals, pension plans, trusts, and businesses. Services include portfolio management (both discretionary and non-discretionary), financial planning, and pension consulting. Financial planning covers cash flow, insurance, retirement, investments, education savings, and estate planning. Investment advice is tailored to each client's objectives and risk tolerance.
Assets Under Management$63M
Clients69
Advisors1
Avg. per Client$920K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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