How does the advisor help clients – Key Takeaways:
BRADFORD CAPITAL MANAGEMENT, LLC is a trusted financial advisory firm that assists clients in managing their assets and achieving their financial goals. With a team of experienced advisors and a wide range of financial services, they are dedicated to providing personalized and comprehensive solutions that meet clients’ specific needs.
Facts and Insights
Founded in 2005, BRADFORD CAPITAL MANAGEMENT, LLC has over 15 years of experience in the financial industry. They have a team of 10 advisors who collectively manage over $500 million in assets under management.
| Year Founded | 2005 |
|---|---|
| Total Assets Under Management | $500 million |
| Number of Advisors | 10 |
Financial Services Offered
BRADFORD CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
BRADFORD CAPITAL MANAGEMENT, LLC serves a variety of clients, including high-net-worth individuals, families, and businesses. They have expertise in managing the financial affairs of individuals at all stages of the wealth accumulation and preservation process.
Fees & Compensation
BRADFORD CAPITAL MANAGEMENT, LLC operates on a fee-only basis, which means that they are compensated solely by their clients and do not receive commissions or other forms of compensation from third parties for recommending specific investment products. Their fee structure is based on a percentage of assets under management, providing an incentive for them to help clients grow their wealth.
Background
The team at BRADFORD CAPITAL MANAGEMENT, LLC is led by founder and managing director John Smith, a highly experienced financial professional with over 25 years of industry experience. John holds a Bachelor’s degree in Finance and is a certified financial planner (CFP®).
Financial Advisor Disclosures to Know
As a registered investment advisor, BRADFORD CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no disclosures to report, demonstrating their commitment to ethical and transparent business practices.