Bradley Wealth Group offers investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's goals and risk tolerance. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Financial planning is included at no additional cost for investment management clients. Bradley Wealth Group is a fee-only firm, meaning it only receives compensation from clients for its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s). The advisory fee is a blended tier. Fees are negotiable and some fees may vary by Client for similar services.