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How does the advisor help clients – Key Takeaways:
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC is a well-established and reputable wealth management firm that specializes in providing financial planning and investment management services to high net worth individuals and families. The firm has a team of experienced financial experts who work closely with their clients to create personalized strategies that help them achieve their financial goals.
One of the key ways in which BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC helps its clients is by providing comprehensive financial planning services. This involves analyzing their current financial situation, setting realistic goals, and developing a plan to achieve them. The firm also offers investment management services, helping clients to grow their wealth through strategic and diversified investments.
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC also offers tax planning and estate planning services. These help clients to minimize their tax liabilities and ensure that their assets are properly distributed to their heirs according to their wishes. The firm also provides risk management and insurance planning services to protect clients against unexpected events and ensure their financial stability.
Facts and Insights
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC manages assets worth over $1.5 billion and has a team of 15 advisors. The firm has been in business for over 20 years, providing top-notch financial services to its clients. This extensive experience and expertise have allowed the firm to build a strong reputation in the financial industry and attract a diverse client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 15 | Over 20 years |
Financial Services Offered
- Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Risk Management
- Insurance Planning
Client Types
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC primarily serves high net worth individuals and families. However, the firm also works with business owners, executives, and institutions such as non-profits and retirement plans.
Fees & Compensation
The firm charges a fee-based structure, which means that they charge a percentage of the client’s assets under management. This ensures that the firm’s interests are aligned with their clients’ interests, as they only make money when their clients’ investments perform well.
Background
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC was founded in 1998 by Mr. John Bradley, a highly experienced financial advisor with over 30 years of experience in the industry. Under his leadership, the firm has grown significantly and has received numerous accolades for its exceptional services and commitment to client satisfaction.
Financial Advisor Disclosures to Know
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC has a clean record with regulatory authorities and has no disclosure events to report. This is a testament to the firm’s integrity and commitment to ethical business practices.