Fees are determined separately for each account and are negotiable, depending on factors like asset type, account size, and services provided. Fees are generally based on a percentage of assets under management, charged quarterly or monthly, in advance or arrears. IARs may also charge a flat dollar rate or percentage for managing held-away accounts. Clients may also be charged commissions if the IAR is a registered representative.
1020 Cromwell Bridge Rd, 2nd Floor, Towson, MD, 21286
Get directionsBradley works full-time as a financial consultant and insurance agent through FFS & FFIN at Brooks Financial Group, Inc. He also holds a board position at Building for God Community Foundation, dedicating about 10-20% of his time, and is the owner of Servus Wealth LLC and CEO of Founders Financial, LLC.